JP MORGAN EXCHANGE TRADED FD's ticker is JPUS and the CUSIP is 46641Q407. A total of 71 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,009,180 | -9.8% | 63,977 | -6.1% | 0.01% | -8.3% |
| Q2 2023 | $6,659,211 | +12.5% | 68,109 | +10.0% | 0.01% | +9.1% |
| Q1 2023 | $5,921,381 | +23.6% | 61,931 | +22.5% | 0.01% | +10.0% |
| Q4 2022 | $4,791,708 | +27.3% | 50,556 | +14.8% | 0.01% | +25.0% |
| Q3 2022 | $3,764,000 | +113.6% | 44,028 | +128.7% | 0.01% | +100.0% |
| Q2 2022 | $1,762,000 | -11.7% | 19,252 | +0.8% | 0.00% | 0.0% |
| Q1 2022 | $1,996,000 | +2.4% | 19,108 | +4.0% | 0.00% | 0.0% |
| Q4 2021 | $1,949,000 | -60.3% | 18,381 | -64.0% | 0.00% | -60.0% |
| Q3 2021 | $4,912,000 | +17.4% | 51,085 | +18.2% | 0.01% | +11.1% |
| Q2 2021 | $4,183,000 | +9.7% | 43,234 | +3.6% | 0.01% | 0.0% |
| Q1 2021 | $3,812,000 | +23.2% | 41,743 | +12.8% | 0.01% | +12.5% |
| Q4 2020 | $3,095,000 | +286.4% | 36,997 | +241.7% | 0.01% | +300.0% |
| Q3 2020 | $801,000 | +0.1% | 10,826 | -6.1% | 0.00% | -33.3% |
| Q2 2020 | $800,000 | -35.3% | 11,529 | -25.7% | 0.00% | -25.0% |
| Q4 2019 | $1,236,000 | +1.3% | 15,511 | -3.4% | 0.00% | 0.0% |
| Q3 2019 | $1,220,000 | +2.0% | 16,064 | +0.6% | 0.00% | -20.0% |
| Q2 2019 | $1,196,000 | -22.7% | 15,973 | -24.5% | 0.01% | -16.7% |
| Q1 2019 | $1,547,000 | -25.7% | 21,146 | -34.1% | 0.01% | -45.5% |
| Q4 2018 | $2,083,000 | -2.8% | 32,111 | +11.7% | 0.01% | +10.0% |
| Q3 2018 | $2,142,000 | -5.5% | 28,737 | -9.9% | 0.01% | -16.7% |
| Q2 2018 | $2,266,000 | +8.0% | 31,897 | +7.2% | 0.01% | -7.7% |
| Q4 2017 | $2,099,000 | +2.0% | 29,763 | -2.7% | 0.01% | 0.0% |
| Q3 2017 | $2,058,000 | -5.9% | 30,586 | -8.7% | 0.01% | -13.3% |
| Q2 2017 | $2,187,000 | – | 33,483 | – | 0.02% | – |
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% |