JP MORGAN EXCHANGE TRADED FD's ticker is JPUS and the CUSIP is 46641Q407. A total of 46 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $1,267,000 | +5.8% | 13,092 | -0.2% | 0.66% | +29.4% |
| Q1 2021 | $1,198,000 | +12.9% | 13,120 | +3.4% | 0.51% | +2.2% |
| Q4 2020 | $1,061,000 | +11.9% | 12,686 | -1.0% | 0.50% | +2.7% |
| Q3 2020 | $948,000 | +7.1% | 12,815 | +0.4% | 0.49% | +3.4% |
| Q2 2020 | $885,000 | +10.2% | 12,760 | -6.8% | 0.47% | -7.7% |
| Q1 2020 | $803,000 | -22.9% | 13,693 | +4.7% | 0.51% | +8.8% |
| Q4 2019 | $1,042,000 | +7.8% | 13,083 | +2.7% | 0.47% | +5.4% |
| Q3 2019 | $967,000 | +3.5% | 12,736 | +2.0% | 0.44% | +3.5% |
| Q2 2019 | $934,000 | +5.4% | 12,482 | +3.1% | 0.43% | +12.3% |
| Q1 2019 | $886,000 | +8.2% | 12,107 | -4.1% | 0.38% | -1.0% |
| Q4 2018 | $819,000 | -8.5% | 12,620 | +5.1% | 0.39% | +15.6% |
| Q3 2018 | $895,000 | +21.8% | 12,005 | +16.2% | 0.33% | +9.5% |
| Q2 2018 | $735,000 | +40.3% | 10,333 | +37.4% | 0.30% | +103.3% |
| Q1 2018 | $524,000 | +10.3% | 7,518 | +11.6% | 0.15% | +7.9% |
| Q4 2017 | $475,000 | +9.2% | 6,738 | +4.3% | 0.14% | -4.8% |
| Q3 2017 | $435,000 | +11.3% | 6,461 | +7.9% | 0.15% | +5.0% |
| Q2 2017 | $391,000 | +25.3% | 5,990 | +21.1% | 0.14% | -19.2% |
| Q1 2017 | $312,000 | – | 4,945 | – | 0.17% | – |
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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% |