JP MORGAN EXCHANGE TRADED FD's ticker is JPUS and the CUSIP is 46641Q407. A total of 71 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $530,951 | -3.9% | 5,653 | +0.0% | 0.01% | 0.0% |
| Q2 2023 | $552,639 | -1.6% | 5,652 | -3.8% | 0.01% | 0.0% |
| Q1 2023 | $561,895 | +52.3% | 5,877 | +36.3% | 0.01% | +25.0% |
| Q3 2022 | $369,000 | -4.4% | 4,311 | +2.3% | 0.00% | +33.3% |
| Q2 2022 | $386,000 | -22.5% | 4,216 | -11.5% | 0.00% | -25.0% |
| Q1 2022 | $498,000 | +45.6% | 4,763 | +47.8% | 0.00% | +33.3% |
| Q4 2021 | $342,000 | +10.3% | 3,223 | 0.0% | 0.00% | +50.0% |
| Q3 2021 | $310,000 | -0.6% | 3,223 | 0.0% | 0.00% | -33.3% |
| Q2 2021 | $312,000 | +6.1% | 3,223 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $294,000 | -9.3% | 3,223 | -16.8% | 0.00% | 0.0% |
| Q4 2020 | $324,000 | +14.1% | 3,876 | +1.0% | 0.00% | -25.0% |
| Q3 2020 | $284,000 | -14.2% | 3,836 | -19.5% | 0.00% | -20.0% |
| Q2 2020 | $331,000 | +11.8% | 4,767 | -5.6% | 0.01% | 0.0% |
| Q1 2020 | $296,000 | -23.9% | 5,048 | +3.4% | 0.01% | -16.7% |
| Q4 2019 | $389,000 | +4.9% | 4,882 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $371,000 | -4.9% | 4,882 | -6.4% | 0.01% | -14.3% |
| Q2 2019 | $390,000 | +4.0% | 5,217 | +1.9% | 0.01% | 0.0% |
| Q1 2019 | $375,000 | +15.4% | 5,118 | +2.1% | 0.01% | -12.5% |
| Q4 2018 | $325,000 | -13.1% | 5,015 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $374,000 | – | 5,015 | – | 0.01% | – |
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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% |