JP MORGAN EXCHANGE TRADED FD's ticker is JPUS and the CUSIP is 46641Q407. A total of 74 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,500,614 | -4.8% | 15,976 | -1.0% | 0.23% | +2.7% |
| Q2 2023 | $1,577,092 | +3.0% | 16,130 | +0.7% | 0.22% | -3.9% |
| Q1 2023 | $1,531,465 | +3.7% | 16,017 | +2.8% | 0.23% | +0.9% |
| Q4 2022 | $1,477,288 | +13.7% | 15,586 | +2.6% | 0.23% | +6.0% |
| Q3 2022 | $1,299,000 | -5.4% | 15,192 | +1.2% | 0.22% | -3.1% |
| Q2 2022 | $1,373,000 | -9.9% | 15,006 | +2.9% | 0.22% | +5.2% |
| Q1 2022 | $1,524,000 | +6.4% | 14,584 | +7.9% | 0.21% | +10.9% |
| Q4 2021 | $1,433,000 | +17.0% | 13,517 | +6.1% | 0.19% | +4.3% |
| Q3 2021 | $1,225,000 | – | 12,740 | – | 0.18% | – |
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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% |