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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $380,000 | +0.5% | 3,583 | -8.5% | 0.00% | 0.0% |
| Q3 2021 | $378,000 | +6.2% | 3,914 | +6.4% | 0.00% | 0.0% |
| Q2 2021 | $356,000 | +0.6% | 3,678 | -4.8% | 0.00% | 0.0% |
| Q1 2021 | $354,000 | +9.9% | 3,865 | +0.6% | 0.00% | 0.0% |
| Q4 2020 | $322,000 | +7.3% | 3,843 | -5.1% | 0.00% | 0.0% |
| Q3 2020 | $300,000 | -9.4% | 4,051 | -15.1% | 0.00% | -50.0% |
| Q2 2020 | $331,000 | -22.1% | 4,773 | -10.3% | 0.00% | -33.3% |
| Q4 2019 | $425,000 | +1.9% | 5,319 | -3.7% | 0.00% | +50.0% |
| Q3 2019 | $417,000 | +3.7% | 5,521 | +2.6% | 0.00% | 0.0% |
| Q2 2019 | $402,000 | +11.4% | 5,383 | +8.9% | 0.00% | 0.0% |
| Q1 2019 | $361,000 | -21.2% | 4,942 | -19.4% | 0.00% | -33.3% |
| Q3 2018 | $458,000 | – | 6,131 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PLANNING ALTERNATIVES LTD /ADV | 525,996 | $55,777,000 | 8.60% |
| Modera Wealth Management, LLC | 1,581,646 | $167,718,000 | 6.40% |
| First Capital Advisors Group, LLC. | 82,690 | $8,768,000 | 4.80% |
| Sterneck Capital Management, LLC | 65,177 | $6,911,000 | 4.09% |
| ST GERMAIN D J CO INC | 650,226 | $68,950,000 | 3.79% |
| LexAurum Advisors, LLC | 109,486 | $11,610,000 | 3.78% |
| BELLEVUE ASSET MANAGEMENT, LLC | 51,754 | $5,488,000 | 3.23% |
| Quantitative Advantage, LLC | 159,792 | $16,944,000 | 2.62% |
| SkyView Investment Advisors, LLC | 81,223 | $8,613,000 | 1.94% |
| HHM Wealth Advisors, LLC | 41,311 | $4,381,000 | 1.06% |