JP MORGAN EXCHANGE TRADED FD's ticker is JPUS and the CUSIP is 46641Q407. A total of 78 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,431,349 | -78.4% | 15,239 | -80.4% | 0.00% | -100.0% |
| Q3 2022 | $6,632,000 | +192.4% | 77,567 | +257.2% | 0.00% | – |
| Q1 2022 | $2,268,000 | -4.7% | 21,714 | -3.2% | 0.00% | – |
| Q4 2021 | $2,380,000 | +106.2% | 22,442 | +88.1% | 0.00% | – |
| Q2 2021 | $1,154,000 | -79.0% | 11,929 | -80.2% | 0.00% | -100.0% |
| Q1 2021 | $5,503,000 | -19.5% | 60,266 | -26.2% | 0.00% | -50.0% |
| Q4 2020 | $6,832,000 | +2132.7% | 81,673 | +1876.1% | 0.00% | – |
| Q3 2020 | $306,000 | -87.5% | 4,133 | -88.3% | 0.00% | -100.0% |
| Q2 2020 | $2,457,000 | -63.0% | 35,406 | -68.7% | 0.00% | -66.7% |
| Q1 2020 | $6,634,000 | +259.6% | 113,138 | +388.4% | 0.00% | +200.0% |
| Q4 2019 | $1,845,000 | -55.4% | 23,166 | -57.5% | 0.00% | -50.0% |
| Q3 2019 | $4,134,000 | +18.2% | 54,448 | +16.6% | 0.00% | 0.0% |
| Q2 2019 | $3,496,000 | +437.0% | 46,706 | +425.1% | 0.00% | – |
| Q1 2019 | $651,000 | -81.4% | 8,895 | -83.5% | 0.00% | -100.0% |
| Q4 2018 | $3,491,000 | +18.9% | 53,822 | +36.7% | 0.00% | +100.0% |
| Q3 2018 | $2,936,000 | – | 39,385 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Modera Wealth Management, LLC | 1,621,332 | $135,624,000 | 10.76% |
| PLANNING ALTERNATIVES LTD /ADV | 488,864 | $40,893,000 | 7.25% |
| SVA Wealth Management, LLC | 747,959 | $62,567,000 | 5.45% |
| ST GERMAIN D J CO INC | 810,577 | $67,805,000 | 4.84% |
| Sterneck Capital Management, LLC | 72,734 | $6,084,000 | 4.56% |
| SkyView Investment Advisors, LLC | 79,518 | $6,652,000 | 3.14% |
| LexAurum Advisors, LLC | 86,092 | $7,202,000 | 2.58% |
| BELLEVUE ASSET MANAGEMENT, LLC | 47,293 | $4,069,000 | 2.49% |
| Quantitative Advantage, LLC | 81,875 | $6,849,000 | 1.45% |
| CreativeOne Wealth, LLC | 201,403 | $16,847,000 | 1.40% |