JP MORGAN EXCHANGE TRADED FD's ticker is JPUS and the CUSIP is 46641Q407. A total of 72 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
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 | 1,621,332 | $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% |