JP MORGAN EXCHANGE TRADED FD's ticker is JPUS and the CUSIP is 46641Q407. A total of 98 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $172,868 | -23.5% | 1,808 | -24.2% | 0.01% | -28.6% |
Q4 2022 | $226,050 | +10.8% | 2,385 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $204,000 | +110.3% | 2,385 | +138.5% | 0.01% | +133.3% |
Q2 2021 | $97,000 | +131.0% | 1,000 | +100.0% | 0.00% | +50.0% |
Q4 2020 | $42,000 | +13.5% | 500 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $37,000 | +27.6% | 500 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $29,000 | -27.5% | 500 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $40,000 | – | 500 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TOTAL INVESTMENT MANAGEMENT INC | 677,878 | $51,465,000 | 10.43% |
Foster Victor Wealth Advisors, LLC | 244,217 | $18,243,000 | 10.15% |
Modera Wealth Management, LLC | 768,979 | $58,381,000 | 9.70% |
CreativeOne Wealth, LLC | 438,085 | $33,260,000 | 6.42% |
HHM Wealth Advisors, LLC | 139,452 | $10,587,000 | 6.02% |
GeoWealth Management, LLC | 330,295 | $25,076,000 | 5.64% |
SVA Wealth Management, LLC | 671,876 | $51,009,000 | 5.00% |
Quantitative Advantage, LLC | 196,992 | $14,956,000 | 4.12% |
Sterneck Capital Management, LLC | 56,986 | $4,326,000 | 3.95% |
NOTTINGHAM ADVISORS, INC. | 385,068 | $29,489,000 | 3.89% |