JP MORGAN EXCHANGE TRADED FD's ticker is JPUS and the CUSIP is 46641Q407. A total of 72 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $220,000 | +23.6% | 2,415 | +13.4% | 0.02% | -6.2% |
| Q4 2020 | $178,000 | +12.7% | 2,130 | 0.0% | 0.02% | +6.7% |
| Q3 2020 | $158,000 | +3.3% | 2,130 | -3.4% | 0.02% | -6.2% |
| Q2 2020 | $153,000 | +23.4% | 2,204 | +3.9% | 0.02% | +6.7% |
| Q1 2020 | $124,000 | -22.0% | 2,122 | +6.0% | 0.02% | -6.2% |
| Q4 2019 | $159,000 | +5.3% | 2,002 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $151,000 | -39.1% | 2,002 | -39.6% | 0.02% | -40.7% |
| Q2 2019 | $248,000 | +119.5% | 3,316 | +114.4% | 0.03% | +107.7% |
| Q1 2019 | $113,000 | +20.2% | 1,547 | +7.0% | 0.01% | +8.3% |
| Q4 2018 | $94,000 | -99.9% | 1,446 | -50.0% | 0.01% | 0.0% |
| Q3 2018 | $107,892,000 | +114678.7% | 2,892 | +119.6% | 0.01% | +9.1% |
| Q2 2018 | $94,000 | +261.5% | 1,317 | +258.9% | 0.01% | +266.7% |
| Q1 2018 | $26,000 | – | 367 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Modera Wealth Management, LLC | 1,621,332 | $135,624,000 | 10.76% |
| PLANNING ALTERNATIVES LTD /ADV | 488,864 | $40,893,000 | 7.25% |
| SVA Wealth Management, LLC | 747,959 | $62,567,000 | 5.45% |
| ST GERMAIN D J CO INC | 810,577 | $67,805,000 | 4.84% |
| Sterneck Capital Management, LLC | 72,734 | $6,084,000 | 4.56% |
| SkyView Investment Advisors, LLC | 79,518 | $6,652,000 | 3.14% |
| LexAurum Advisors, LLC | 86,092 | $7,202,000 | 2.58% |
| BELLEVUE ASSET MANAGEMENT, LLC | 47,293 | $4,069,000 | 2.49% |
| Quantitative Advantage, LLC | 81,875 | $6,849,000 | 1.45% |
| CreativeOne Wealth, LLC | 201,403 | $16,847,000 | 1.40% |