JP MORGAN EXCHANGE TRADED FD's ticker is JPEM and the CUSIP is 46641Q308. A total of 79 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,341,998 | +1.4% | 145,761 | +1.6% | 1.88% | +3.9% |
| Q2 2023 | $7,242,259 | +1.3% | 143,439 | +1.2% | 1.81% | -4.9% |
| Q1 2023 | $7,152,841 | +22.3% | 141,697 | +19.4% | 1.90% | +13.9% |
| Q4 2022 | $5,849,573 | +9.3% | 118,677 | -1.1% | 1.67% | +2.1% |
| Q3 2022 | $5,354,000 | -10.9% | 120,048 | -1.2% | 1.63% | -6.7% |
| Q2 2022 | $6,010,000 | -9.9% | 121,563 | +1.6% | 1.75% | -1.2% |
| Q1 2022 | $6,667,000 | -1.4% | 119,654 | +0.5% | 1.77% | +1.0% |
| Q4 2021 | $6,763,000 | -2.0% | 119,063 | -0.6% | 1.76% | -10.0% |
| Q3 2021 | $6,900,000 | -3.1% | 119,785 | -0.3% | 1.95% | -19.1% |
| Q2 2021 | $7,123,000 | +1.1% | 120,161 | -3.5% | 2.41% | -8.1% |
| Q1 2021 | $7,047,000 | -3.9% | 124,574 | -6.7% | 2.62% | -8.5% |
| Q4 2020 | $7,330,000 | +27.5% | 133,586 | +8.6% | 2.87% | +10.1% |
| Q3 2020 | $5,748,000 | -0.4% | 122,987 | -2.0% | 2.60% | -3.2% |
| Q2 2020 | $5,771,000 | +11.2% | 125,549 | -4.0% | 2.69% | -7.4% |
| Q1 2020 | $5,190,000 | -32.3% | 130,718 | -2.8% | 2.91% | -18.8% |
| Q4 2019 | $7,668,000 | +38.3% | 134,531 | +27.2% | 3.58% | +20.9% |
| Q3 2019 | $5,546,000 | -1.4% | 105,746 | +4.6% | 2.96% | -1.5% |
| Q2 2019 | $5,625,000 | +9.8% | 101,133 | +7.1% | 3.01% | +5.6% |
| Q1 2019 | $5,121,000 | +9.2% | 94,411 | +2.4% | 2.85% | -3.7% |
| Q4 2018 | $4,689,000 | -14.9% | 92,225 | -9.5% | 2.96% | -6.4% |
| Q3 2018 | $5,511,000 | +1.0% | 101,961 | +0.9% | 3.16% | -4.5% |
| Q2 2018 | $5,458,000 | -3.3% | 101,097 | +8.6% | 3.31% | -6.2% |
| Q1 2018 | $5,644,000 | +19.6% | 93,093 | +15.1% | 3.52% | +23.1% |
| Q4 2017 | $4,721,000 | +4.5% | 80,911 | +1.0% | 2.86% | -4.7% |
| Q3 2017 | $4,516,000 | – | 80,093 | – | 3.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Amplius Wealth Advisors, LLC | 534,300 | $26,971,453 | 3.87% |
| SAM Advisors, LLC | 163,852 | $8,271,249 | 3.71% |
| RHS Financial, LLC | 84,085 | $4,244,603 | 3.22% |
| American Money Management, LLC | 141,697 | $7,152,841 | 1.90% |
| SHEPHERD KAPLAN KROCHUK, LLC | 36,077 | $1,821,167 | 1.61% |
| Teamwork Financial Advisors, LLC | 154,973 | $7,823,053 | 1.45% |
| HERON FINANCIAL GROUP, LLC | 50,714 | $2,560,043 | 1.41% |
| Empirical Asset Management, LLC | 28,620 | $1,444,736 | 1.38% |
| Wolf Group Capital Advisors | 42,350 | $2,137,828 | 1.06% |
| Financial Partners Group, Inc | 78,103 | $3,942,661 | 0.88% |