J P MORGAN EXCHANGE-TRADED F's ticker is JVAL and the CUSIP is 46641Q753. A total of 82 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $262,675 | -27.6% | 7,583 | -25.4% | 0.01% | -25.0% |
| Q2 2023 | $362,687 | -30.0% | 10,165 | -33.2% | 0.01% | -42.9% |
| Q1 2023 | $518,257 | -5.5% | 15,216 | -8.0% | 0.01% | 0.0% |
| Q4 2022 | $548,301 | -15.5% | 16,545 | -24.1% | 0.01% | -22.2% |
| Q3 2022 | $649,000 | -8.1% | 21,792 | -0.9% | 0.02% | 0.0% |
| Q2 2022 | $706,000 | +7.3% | 21,983 | +23.6% | 0.02% | +20.0% |
| Q1 2022 | $658,000 | – | 17,787 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Planned Solutions, Inc. | 237,767 | $8,483,527 | 5.01% |
| Lee Financial Group Hawaii, Inc. | 138,301 | $4,934,576 | 4.51% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 1,095,922 | $39,102,482 | 2.76% |
| FIRST CITIZENS BANK & TRUST CO | 2,569,661 | $91,685,504 | 1.68% |
| First Citizens Asset Management, Inc. | 99,483 | $3,549,553 | 1.45% |
| Orion Portfolio Solutions, LLC | 3,023,631 | $107,883,153 | 1.15% |
| Capital Analysts, LLC | 512,012 | $18,269 | 1.02% |
| Mainsail Financial Group, LLC | 27,201 | $970,533 | 0.91% |
| Gallacher Capital Management LLC | 43,400 | $1,548,515 | 0.89% |
| Jaffetilchin Investment Partners, LLC | 226,651 | $8,086,919 | 0.85% |