J P MORGAN EXCHANGE-TRADED F's ticker is JVAL and the CUSIP is 46641Q753. A total of 106 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $389,859 | -40.9% | 9,539 | -39.8% | 0.01% | -56.2% |
| Q1 2024 | $659,427 | +913.8% | 15,844 | +839.7% | 0.02% | +1500.0% |
| Q4 2023 | $65,046 | -90.9% | 1,686 | -91.8% | 0.00% | -95.5% |
| Q3 2023 | $711,783 | +411335.3% | 20,548 | +305.5% | 0.02% | +266.7% |
| Q1 2023 | $173 | -100.0% | 5,067 | -86.5% | 0.01% | -66.7% |
| Q3 2022 | $1,119,000 | +159.6% | 37,571 | +179.9% | 0.02% | +80.0% |
| Q2 2022 | $431,000 | -21.5% | 13,421 | -9.6% | 0.01% | +100.0% |
| Q1 2022 | $549,000 | +516.9% | 14,845 | +539.9% | 0.01% | +150.0% |
| Q4 2021 | $89,000 | – | 2,320 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Planned Solutions, Inc. | 248,705 | $8,615,141 | 5.18% |
| 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% |