JP MORGAN EXCHANGE TRADED FD's ticker is JPUS and the CUSIP is 46641Q407. A total of 70 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $650,442 | -3.9% | 6,925 | 0.0% | 0.21% | 0.0% |
| Q2 2023 | $677,072 | +2.1% | 6,925 | -0.1% | 0.21% | -1.4% |
| Q1 2023 | $663,000 | +0.9% | 6,935 | 0.0% | 0.21% | -8.3% |
| Q4 2022 | $657,000 | +11.2% | 6,935 | +0.3% | 0.23% | +1.8% |
| Q3 2022 | $591,000 | -6.5% | 6,915 | 0.0% | 0.22% | -2.6% |
| Q2 2022 | $632,000 | -12.5% | 6,915 | 0.0% | 0.23% | +0.9% |
| Q1 2022 | $722,000 | -1.5% | 6,915 | 0.0% | 0.23% | +2.2% |
| Q4 2021 | $733,000 | +8.0% | 6,915 | -2.1% | 0.22% | +3.2% |
| Q3 2021 | $679,000 | -1.0% | 7,065 | -0.4% | 0.22% | -3.1% |
| Q2 2021 | $686,000 | +5.9% | 7,095 | 0.0% | 0.22% | -2.2% |
| Q1 2021 | $648,000 | +8.5% | 7,095 | -0.6% | 0.23% | +1.3% |
| Q4 2020 | $597,000 | -6.6% | 7,135 | -17.4% | 0.23% | -15.0% |
| Q3 2020 | $639,000 | -4.5% | 8,635 | -10.4% | 0.27% | -11.6% |
| Q2 2020 | $669,000 | +18.4% | 9,635 | 0.0% | 0.30% | +1.3% |
| Q1 2020 | $565,000 | -21.1% | 9,635 | +7.2% | 0.30% | -1.3% |
| Q4 2019 | $716,000 | +29.5% | 8,985 | +23.3% | 0.30% | +22.4% |
| Q3 2019 | $553,000 | +1.5% | 7,285 | 0.0% | 0.25% | -5.4% |
| Q2 2019 | $545,000 | +10.3% | 7,285 | +7.9% | 0.26% | +20.4% |
| Q1 2019 | $494,000 | +34.6% | 6,750 | +19.5% | 0.22% | +22.0% |
| Q4 2018 | $367,000 | -11.4% | 5,650 | +1.8% | 0.18% | -4.3% |
| Q3 2018 | $414,000 | +5.1% | 5,550 | 0.0% | 0.18% | -1.6% |
| Q2 2018 | $394,000 | +1.8% | 5,550 | 0.0% | 0.19% | +1.1% |
| Q1 2018 | $387,000 | -2.0% | 5,550 | -0.9% | 0.19% | +72.2% |
| Q4 2017 | $395,000 | +5.1% | 5,600 | 0.0% | 0.11% | -43.2% |
| Q3 2017 | $376,000 | – | 5,600 | – | 0.19% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Modera Wealth Management, LLC | 1,598,379 | $118,200,000 | 17.53% |
| PLANNING ALTERNATIVES LTD /ADV | 473,164 | $34,990,000 | 6.57% |
| SVA Wealth Management, LLC | 721,831 | $53,379,000 | 5.29% |
| ST GERMAIN D J CO INC | 788,187 | $58,286,000 | 4.73% |
| Sterneck Capital Management, LLC | 72,702 | $5,376,000 | 4.54% |
| CreativeOne Wealth, LLC | 254,949 | $18,853,000 | 2.62% |
| LexAurum Advisors, LLC | 85,274 | $6,306,000 | 2.59% |
| BELLEVUE ASSET MANAGEMENT, LLC | 39,359 | $2,911,000 | 2.04% |
| Quantitative Advantage, LLC | 86,187 | $6,374,000 | 1.56% |
| HHM Wealth Advisors, LLC | 47,263 | $3,495,000 | 1.40% |