J P MORGAN EXCHANGE-TRADED F's ticker is JVAL and the CUSIP is 46641Q753. A total of 18 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,360,971 | +71.6% | 39,289 | +76.7% | 0.00% | – |
| Q2 2023 | $793,202 | -8.0% | 22,231 | -14.5% | 0.00% | – |
| Q4 2022 | $861,806 | -44.6% | 26,005 | -50.2% | 0.00% | -100.0% |
| Q3 2022 | $1,557,000 | -59.2% | 52,267 | -56.0% | 0.00% | -50.0% |
| Q2 2022 | $3,816,000 | +553.4% | 118,838 | +622.8% | 0.00% | – |
| Q3 2021 | $584,000 | +51.3% | 16,441 | +46.2% | 0.00% | – |
| Q1 2021 | $386,000 | -50.2% | 11,249 | -65.1% | 0.00% | -100.0% |
| Q2 2020 | $775,000 | +262.1% | 32,231 | +204.9% | 0.00% | – |
| Q1 2020 | $214,000 | -86.7% | 10,570 | -80.9% | 0.00% | -100.0% |
| Q4 2019 | $1,603,000 | +169.9% | 55,284 | +148.7% | 0.00% | +100.0% |
| Q3 2019 | $594,000 | -10.7% | 22,229 | -22.4% | 0.00% | 0.0% |
| Q4 2018 | $665,000 | +14.7% | 28,638 | +32.8% | 0.00% | 0.0% |
| Q3 2018 | $580,000 | -47.4% | 21,568 | -49.6% | 0.00% | -66.7% |
| Q2 2018 | $1,102,000 | -11.2% | 42,761 | -10.3% | 0.00% | 0.0% |
| Q1 2018 | $1,241,000 | -1.1% | 47,695 | -0.8% | 0.00% | -25.0% |
| Q4 2017 | $1,255,000 | – | 48,070 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lee Financial Group Hawaii, Inc. | 144,492 | $5,005,216 | 4.59% |
| FIRST CITIZENS BANK & TRUST CO | 5,557,053 | $192,496,315 | 3.75% |
| First Citizens Asset Management, Inc. | 243,162 | $8,423,132 | 3.58% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 1,094,973 | $37,929,851 | 2.82% |
| Capital Analysts, LLC | 516,606 | $17,895 | 1.00% |
| Apeiron RIA LLC | 83,205 | $2,882,221 | 0.98% |
| Envestnet Portfolio Solutions, Inc. | 5,757,448 | $199,437,999 | 0.94% |
| Gallacher Capital Management LLC | 43,335 | $1,501,118 | 0.94% |
| Mainsail Financial Group, LLC | 29,329 | $1,009,106 | 0.92% |
| Jaffetilchin Investment Partners, LLC | 227,122 | $7,867,513 | 0.87% |