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 | $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 | $2,198,000 | – | 29,369 | – | 5.77% | – |
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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% |