JP MORGAN EXCHANGE TRADED FD's ticker is JPUS and the CUSIP is 46641Q407. A total of 31 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $614,993 | +0.4% | 6,290 | -1.8% | 0.01% | 0.0% |
| Q1 2023 | $612,275 | -3.8% | 6,404 | -4.6% | 0.01% | -16.7% |
| Q4 2022 | $636,310 | +10.9% | 6,714 | +0.0% | 0.01% | -20.0% |
| Q3 2022 | $574,000 | -10.5% | 6,711 | -4.2% | 0.02% | 0.0% |
| Q2 2022 | $641,000 | -20.5% | 7,007 | -9.2% | 0.02% | -6.2% |
| Q1 2022 | $806,000 | -2.4% | 7,713 | -1.0% | 0.02% | -5.9% |
| Q4 2021 | $826,000 | -41.7% | 7,787 | -47.2% | 0.02% | -39.3% |
| Q3 2021 | $1,418,000 | +84.2% | 14,749 | +85.3% | 0.03% | +55.6% |
| Q2 2021 | $770,000 | +4.2% | 7,959 | -1.7% | 0.02% | -10.0% |
| Q1 2021 | $739,000 | +3.6% | 8,093 | -5.0% | 0.02% | -13.0% |
| Q4 2020 | $713,000 | +6.9% | 8,520 | -5.6% | 0.02% | -8.0% |
| Q3 2020 | $667,000 | -24.2% | 9,023 | -28.9% | 0.02% | -34.2% |
| Q2 2020 | $880,000 | +7.4% | 12,682 | -9.2% | 0.04% | -13.6% |
| Q1 2020 | $819,000 | -80.4% | 13,971 | -73.4% | 0.04% | -75.4% |
| Q4 2019 | $4,182,000 | +7.5% | 52,497 | +2.4% | 0.18% | +4.1% |
| Q3 2019 | $3,889,000 | -34.8% | 51,279 | -35.7% | 0.17% | -35.1% |
| Q2 2019 | $5,965,000 | -0.5% | 79,703 | -2.9% | 0.26% | -11.1% |
| Q1 2019 | $5,996,000 | +18.8% | 82,064 | +5.7% | 0.30% | +1.0% |
| Q4 2018 | $5,046,000 | -6.2% | 77,672 | +7.7% | 0.30% | +11.7% |
| Q3 2018 | $5,379,000 | +227.6% | 72,127 | +211.1% | 0.26% | +177.9% |
| Q2 2018 | $1,642,000 | -20.6% | 23,183 | -21.9% | 0.10% | -24.0% |
| Q1 2018 | $2,069,000 | +4.1% | 29,669 | +5.2% | 0.12% | +3.3% |
| Q4 2017 | $1,987,000 | +50.3% | 28,190 | +43.3% | 0.12% | +51.2% |
| Q3 2017 | $1,322,000 | +3.8% | 19,672 | +0.7% | 0.08% | 0.0% |
| Q2 2017 | $1,274,000 | +298.1% | 19,527 | +286.0% | 0.08% | +281.0% |
| Q1 2017 | $320,000 | – | 5,059 | – | 0.02% | – |
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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% |