JP MORGAN EXCHANGE TRADED FD's ticker is JPUS and the CUSIP is 46641Q407. A total of 46 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,976,052 | -3.6% | 74,271 | +0.3% | 4.66% | +5.1% |
| Q2 2023 | $7,236,786 | -0.3% | 74,017 | -2.5% | 4.43% | -3.1% |
| Q1 2023 | $7,262,107 | +1.0% | 75,953 | +0.1% | 4.58% | -4.0% |
| Q4 2022 | $7,190,684 | +11.4% | 75,867 | +0.5% | 4.77% | +4.5% |
| Q3 2022 | $6,457,000 | -3.4% | 75,519 | +3.4% | 4.56% | +1.9% |
| Q2 2022 | $6,687,000 | -10.1% | 73,069 | +2.6% | 4.48% | +0.3% |
| Q1 2022 | $7,440,000 | +7.7% | 71,221 | +9.3% | 4.47% | +9.3% |
| Q4 2021 | $6,911,000 | +2.6% | 65,177 | -7.0% | 4.09% | -4.7% |
| Q3 2021 | $6,736,000 | -2.7% | 70,059 | -0.8% | 4.29% | +0.1% |
| Q2 2021 | $6,924,000 | +9.1% | 70,613 | +1.6% | 4.28% | -3.3% |
| Q1 2021 | $6,345,000 | +4.3% | 69,490 | -4.5% | 4.43% | -2.9% |
| Q4 2020 | $6,084,000 | +13.2% | 72,734 | +0.0% | 4.56% | +0.5% |
| Q3 2020 | $5,376,000 | +6.0% | 72,702 | -0.6% | 4.54% | -4.9% |
| Q2 2020 | $5,074,000 | +34.1% | 73,121 | +13.3% | 4.78% | +25.3% |
| Q1 2020 | $3,785,000 | -17.1% | 64,550 | +12.7% | 3.81% | +5.0% |
| Q4 2019 | $4,564,000 | +5.5% | 57,291 | +0.5% | 3.63% | -8.0% |
| Q3 2019 | $4,326,000 | -2.2% | 56,986 | -3.6% | 3.95% | +3.1% |
| Q2 2019 | $4,424,000 | -17.0% | 59,099 | -18.9% | 3.83% | -17.7% |
| Q1 2019 | $5,329,000 | +9.7% | 72,845 | -2.7% | 4.66% | -1.4% |
| Q4 2018 | $4,856,000 | -47.8% | 74,865 | -40.1% | 4.72% | -29.5% |
| Q3 2018 | $9,309,000 | -2.7% | 124,880 | -7.3% | 6.71% | +1.3% |
| Q2 2018 | $9,570,000 | +73.4% | 134,695 | +70.1% | 6.62% | +104.0% |
| Q1 2018 | $5,520,000 | +25.5% | 79,205 | +27.0% | 3.25% | +23.4% |
| Q4 2017 | $4,397,000 | +30.1% | 62,345 | +24.2% | 2.63% | +35.8% |
| Q3 2017 | $3,379,000 | +18.8% | 50,215 | +15.3% | 1.94% | +13.9% |
| Q2 2017 | $2,844,000 | +15.0% | 43,545 | +11.2% | 1.70% | +15.7% |
| Q1 2017 | $2,474,000 | +12.0% | 39,165 | +5.0% | 1.47% | +3.6% |
| Q4 2016 | $2,208,000 | +4.5% | 37,285 | +3.3% | 1.42% | +1.0% |
| Q3 2016 | $2,112,000 | – | 36,085 | – | 1.40% | – |
Download | ||||||
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% |