J P MORGAN EXCHANGE-TRADED F's ticker is JVAL and the CUSIP is 46641Q753. A total of 82 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,551,317 | +2.8% | 44,784 | +5.9% | 0.00% | – |
| Q2 2023 | $1,509,157 | +75.1% | 42,297 | +62.7% | 0.00% | – |
| Q4 2022 | $861,739 | -41.2% | 26,003 | -47.2% | 0.00% | – |
| Q3 2022 | $1,466,000 | +13.8% | 49,240 | +41.3% | 0.00% | – |
| Q1 2022 | $1,288,000 | +128.4% | 34,838 | +123.7% | 0.00% | – |
| Q2 2021 | $564,000 | +27.6% | 15,572 | +5.1% | 0.00% | – |
| Q4 2020 | $442,000 | +40.8% | 14,822 | +36.9% | 0.00% | – |
| Q4 2019 | $314,000 | -49.9% | 10,823 | -53.8% | 0.00% | – |
| Q3 2019 | $627,000 | – | 23,442 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lee Financial Group Hawaii, Inc. | 144,492 | $5,005,216 | 4.59% |
| FIRST CITIZENS BANK & TRUST CO | 5,557,053 | $192,496,315 | 3.75% |
| First Citizens Asset Management, Inc. | 243,162 | $8,423,132 | 3.58% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 1,094,973 | $37,929,851 | 2.82% |
| Capital Analysts, LLC | 516,606 | $17,895 | 1.00% |
| Apeiron RIA LLC | 83,205 | $2,882,221 | 0.98% |
| Envestnet Portfolio Solutions, Inc. | 5,757,448 | $199,437,999 | 0.94% |
| Gallacher Capital Management LLC | 43,335 | $1,501,118 | 0.94% |
| Mainsail Financial Group, LLC | 29,329 | $1,009,106 | 0.92% |
| Jaffetilchin Investment Partners, LLC | 227,122 | $7,867,513 | 0.87% |