GeoWealth Management, LLC - JP MORGAN EXCHANGE TRADED FD ownership

JP MORGAN EXCHANGE TRADED FD's ticker is JPUS and the CUSIP is 46641Q407. A total of 70 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
GeoWealth Management, LLC ownership history of JP MORGAN EXCHANGE TRADED FD
ValueSharesWeighting
Q2 2024$18,814
-98.5%
172
-98.5%
0.00%
-98.0%
Q1 2024$1,278,894
+5813054.5%
11,418
+5210.7%
0.05%
+2350.0%
Q4 2023$22
-91.6%
215
-92.3%
0.00%
-93.3%
Q3 2023$261
+222.2%
2,791
+233.9%
0.03%
+233.3%
Q2 2023$81
-98.4%
836
-98.4%
0.01%
-98.5%
Q1 2023$5,031
-1.2%
52,603
-2.1%
0.59%
+9.3%
Q4 2022$5,093
-99.9%
53,727
+1.5%
0.54%
+8.9%
Q3 2022$4,525,000
-0.5%
52,958
+6.6%
0.49%
-18.9%
Q2 2022$4,547,000
-32.5%
49,673
-23.0%
0.61%
+2.9%
Q1 2022$6,737,000
-1.3%
64,479
+0.2%
0.59%
+6.3%
Q4 2021$6,829,000
+12.9%
64,382
+2.3%
0.56%
+11.6%
Q3 2021$6,051,000
+15.1%
62,940
+15.8%
0.50%
-25.0%
Q2 2021$5,259,000
+6.3%
54,349
+0.3%
0.66%
-13.9%
Q1 2021$4,947,000
-2.5%
54,182
-10.7%
0.77%
-5.2%
Q4 2020$5,075,000
+14.3%
60,657
+1.0%
0.81%
-39.3%
Q3 2020$4,439,000
+1.7%
60,045
-4.6%
1.34%
-25.7%
Q2 2020$4,366,000
+10.9%
62,955
-6.2%
1.80%
-35.1%
Q1 2020$3,938,000
-14.4%
67,150
+16.3%
2.78%
+12.5%
Q4 2019$4,601,000
-81.7%
57,756
-82.5%
2.47%
-56.1%
Q3 2019$25,076,000
+1040.9%
330,295
+1024.6%
5.64%
-2.3%
Q2 2019$2,198,00029,3695.77%
Other shareholders
JP MORGAN EXCHANGE TRADED FD shareholders Q3 2021
NameSharesValueWeighting ↓
PLANNING ALTERNATIVES LTD /ADV 518,405$53,252,0099.33%
Sterneck Capital Management, LLC 72,716$7,469,6144.76%
ST GERMAIN D J CO INC 529,370$54,378,3162.83%
MN Wealth Advisors, LLC 20,695$2,125,8591.46%
Etesian Wealth Advisors, Inc. 20,809$2,143,8581.29%
RHS Financial, LLC 17,225$1,769,3871.12%
Clear Point Advisors Inc. 11,201$1,150,5811.02%
BELLEVUE ASSET MANAGEMENT, LLC 9,312$956,5530.84%
Empire Financial Management Company, LLC 17,817$1,830,2100.72%
Modera Wealth Management, LLC 346,358$35,578,8300.59%
View complete list of JP MORGAN EXCHANGE TRADED FD shareholders