JP MORGAN EXCHANGE TRADED FD's ticker is JPUS and the CUSIP is 46641Q407. A total of 75 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $471,136 | -3.9% | 5,016 | 0.0% | 0.02% | -4.5% |
| Q2 2023 | $490,425 | -91.2% | 5,016 | -91.4% | 0.02% | -92.0% |
| Q1 2023 | $5,567,444 | +0.1% | 58,229 | -0.8% | 0.27% | -7.7% |
| Q4 2022 | $5,561,262 | -53.2% | 58,675 | -57.8% | 0.30% | -57.6% |
| Q3 2022 | $11,878,000 | +0.6% | 138,937 | +7.7% | 0.70% | +0.1% |
| Q2 2022 | $11,809,000 | – | 129,055 | – | 0.70% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TOTAL INVESTMENT MANAGEMENT INC | 677,878 | $51,465,000 | 10.43% |
| Foster Victor Wealth Advisors, LLC | 244,217 | $18,243,000 | 10.15% |
| Modera Wealth Management, LLC | 768,979 | $58,381,000 | 9.70% |
| CreativeOne Wealth, LLC | 438,085 | $33,260,000 | 6.42% |
| HHM Wealth Advisors, LLC | 139,452 | $10,587,000 | 6.02% |
| GeoWealth Management, LLC | 330,295 | $25,076,000 | 5.64% |
| SVA Wealth Management, LLC | 671,876 | $51,009,000 | 5.00% |
| Quantitative Advantage, LLC | 196,992 | $14,956,000 | 4.12% |
| Sterneck Capital Management, LLC | 56,986 | $4,326,000 | 3.95% |
| NOTTINGHAM ADVISORS, INC. | 385,068 | $29,489,000 | 3.89% |