J P MORGAN EXCHANGE-TRADED F's ticker is JVAL and the CUSIP is 46641Q753. A total of 87 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| AVALON CAPITAL MANAGEMENT | 317,790 | $10,204,000 | 4.18% |
| Integrity Advisory, LLC | 93,847 | $3,013,000 | 2.95% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 1,006,445 | $32,317,000 | 2.48% |
| Jaffetilchin Investment Partners, LLC | 503,446 | $16,166,000 | 1.91% |
| RWA WEALTH PARTNERS, LLC | 686,794 | $22,053,000 | 1.49% |
| Brinker Capital Investments, LLC | 1,713,043 | $55,006,000 | 1.04% |
| Capital Analysts, LLC | 447,861 | $14,381,000 | 1.00% |
| TCG Advisory Services, LLC | 84,178 | $2,703,000 | 0.84% |
| Sigma Planning Corp | 436,004 | $14,000,000 | 0.49% |
| Strategic Asset Management, LLC | 7,998 | $257,000 | 0.41% |