JP MORGAN EXCHANGE TRADED FD's ticker is JPUS and the CUSIP is 46641Q407. A total of 72 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
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% | – |
Download |
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% |