JP MORGAN EXCHANGE TRADED FD's ticker is JPUS and the CUSIP is 46641Q407. A total of 84 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q3 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $259,000 | +9.7% | 2,833 | +0.3% | 0.04% | +5.1% |
| Q4 2020 | $236,000 | 0.0% | 2,824 | -11.5% | 0.04% | -13.3% |
| Q3 2020 | $236,000 | -0.8% | 3,192 | -6.9% | 0.04% | -4.3% |
| Q2 2020 | $238,000 | -27.2% | 3,428 | -38.5% | 0.05% | -44.0% |
| Q1 2020 | $327,000 | -25.9% | 5,570 | +0.6% | 0.08% | -3.4% |
| Q4 2019 | $441,000 | +5.8% | 5,539 | +0.8% | 0.09% | -2.2% |
| Q3 2019 | $417,000 | +2.5% | 5,497 | +1.0% | 0.09% | -9.2% |
| Q2 2019 | $407,000 | -16.4% | 5,440 | -18.4% | 0.10% | -27.9% |
| Q1 2019 | $487,000 | +13.0% | 6,664 | +0.4% | 0.14% | -15.5% |
| Q4 2018 | $431,000 | -11.9% | 6,639 | +1.2% | 0.16% | +5.2% |
| Q3 2018 | $489,000 | -39.9% | 6,559 | -42.8% | 0.15% | -46.7% |
| Q2 2018 | $814,000 | +2.0% | 11,457 | +0.0% | 0.29% | +20.1% |
| Q1 2018 | $798,000 | +94.2% | 11,453 | +96.3% | 0.24% | +92.7% |
| Q4 2017 | $411,000 | -39.1% | 5,835 | -41.8% | 0.12% | -24.4% |
| Q3 2017 | $675,000 | – | 10,030 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Modera Wealth Management, LLC | 1,598,379 | $118,200,000 | 17.53% |
| PLANNING ALTERNATIVES LTD /ADV | 473,164 | $34,990,000 | 6.57% |
| SVA Wealth Management, LLC | 721,831 | $53,379,000 | 5.29% |
| ST GERMAIN D J CO INC | 788,187 | $58,286,000 | 4.73% |
| Sterneck Capital Management, LLC | 72,702 | $5,376,000 | 4.54% |
| CreativeOne Wealth, LLC | 254,949 | $18,853,000 | 2.62% |
| LexAurum Advisors, LLC | 85,274 | $6,306,000 | 2.59% |
| BELLEVUE ASSET MANAGEMENT, LLC | 39,359 | $2,911,000 | 2.04% |
| Quantitative Advantage, LLC | 86,187 | $6,374,000 | 1.56% |
| HHM Wealth Advisors, LLC | 47,263 | $3,495,000 | 1.40% |