UNITED CAPITAL FINANCIAL ADVISORS, LLC - JP MORGAN EXCHANGE TRADED FD ownership

JP MORGAN EXCHANGE TRADED FD's ticker is JPUS and the CUSIP is 46641Q407. A total of 73 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of JP MORGAN EXCHANGE TRADED FD
ValueSharesWeighting
Q2 2022$557,000
-12.3%
6,084
+0.0%
0.00%0.0%
Q1 2022$635,000
-9.9%
6,082
-8.5%
0.00%0.0%
Q4 2021$705,000
-3.3%
6,646
-12.4%
0.00%
-25.0%
Q3 2021$729,000
-12.7%
7,585
-12.1%
0.00%0.0%
Q2 2021$835,000
-6.0%
8,631
-11.3%
0.00%
-20.0%
Q1 2021$888,000
-43.0%
9,729
-47.7%
0.01%
-44.4%
Q4 2020$1,557,000
-9.5%
18,613
-20.0%
0.01%
-18.2%
Q3 2020$1,720,000
-26.7%
23,257
-31.2%
0.01%
-35.3%
Q2 2020$2,346,000
-9.5%
33,809
-23.5%
0.02%
-19.0%
Q1 2020$2,591,000
-57.3%
44,188
-42.0%
0.02%
-46.2%
Q4 2019$6,073,000
-8.2%
76,232
-12.5%
0.04%
-15.2%
Q3 2019$6,612,000
-8.9%
87,089
-10.1%
0.05%
-2.1%
Q2 2019$7,255,00096,9260.05%
Other shareholders
JP MORGAN EXCHANGE TRADED FD shareholders Q2 2022
NameSharesValueWeighting ↓
PLANNING ALTERNATIVES LTD /ADV 525,996$55,777,0008.60%
Modera Wealth Management, LLC 1,581,646$167,718,0006.40%
First Capital Advisors Group, LLC. 82,690$8,768,0004.80%
Sterneck Capital Management, LLC 65,177$6,911,0004.09%
ST GERMAIN D J CO INC 650,226$68,950,0003.79%
LexAurum Advisors, LLC 109,486$11,610,0003.78%
BELLEVUE ASSET MANAGEMENT, LLC 51,754$5,488,0003.23%
Quantitative Advantage, LLC 159,792$16,944,0002.62%
SkyView Investment Advisors, LLC 81,223$8,613,0001.94%
HHM Wealth Advisors, LLC 41,311$4,381,0001.06%
View complete list of JP MORGAN EXCHANGE TRADED FD shareholders