J P MORGAN EXCHANGE-TRADED F's ticker is JVAL and the CUSIP is 46641Q753. A total of 1 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,450,307 | -1.1% | 561,495 | +1.8% | 0.10% | +23.4% |
| Q2 2023 | $19,674,354 | +13.1% | 551,420 | +1.0% | 0.08% | +87.8% |
| Q1 2023 | $17,394,816 | -1.2% | 545,883 | +2.7% | 0.04% | -63.7% |
| Q4 2022 | $17,608,549 | +14.7% | 531,345 | +3.1% | 0.11% | -38.9% |
| Q3 2022 | $15,354,000 | -5.0% | 515,581 | +2.4% | 0.18% | +3.4% |
| Q2 2022 | $16,164,000 | – | 503,404 | – | 0.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 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% |
| Jaffetilchin Investment Partners, LLC | 227,122 | $7,867,513 | 0.87% |