J P MORGAN EXCHANGE-TRADED F's ticker is JVAL and the CUSIP is 46641Q753. A total of 79 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $987,327 | +129.5% | 28,503 | +136.4% | 0.00% | -40.0% |
| Q2 2023 | $430,122 | +3.2% | 12,055 | -1.4% | 0.01% | 0.0% |
| Q1 2023 | $416,622 | -58.9% | 12,232 | -57.9% | 0.01% | -61.5% |
| Q4 2022 | $1,013,061 | -44.4% | 29,046 | -51.3% | 0.01% | -50.0% |
| Q3 2022 | $1,822,000 | -22.0% | 59,685 | -16.4% | 0.03% | -21.2% |
| Q2 2022 | $2,337,000 | -15.0% | 71,408 | -3.6% | 0.03% | -10.8% |
| Q1 2022 | $2,749,000 | -3.2% | 74,101 | -2.8% | 0.04% | -9.8% |
| Q4 2021 | $2,840,000 | -0.9% | 76,205 | -1.2% | 0.04% | -2.4% |
| Q3 2021 | $2,866,000 | +12.6% | 77,102 | +9.1% | 0.04% | +2.4% |
| Q2 2021 | $2,546,000 | +5.0% | 70,690 | +2.3% | 0.04% | -6.8% |
| Q1 2021 | $2,424,000 | – | 69,077 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lee Financial Group Hawaii, Inc. | 144,492 | $5,005,216 | 4.59% |
| FIRST CITIZENS BANK & TRUST CO | 5,557,053 | $192,496,315 | 3.75% |
| First Citizens Asset Management, Inc. | 243,162 | $8,423,132 | 3.58% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 1,094,973 | $37,929,851 | 2.82% |
| Capital Analysts, LLC | 516,606 | $17,895 | 1.00% |
| Apeiron RIA LLC | 83,205 | $2,882,221 | 0.98% |
| Envestnet Portfolio Solutions, Inc. | 5,757,448 | $199,437,999 | 0.94% |
| Gallacher Capital Management LLC | 43,335 | $1,501,118 | 0.94% |
| Mainsail Financial Group, LLC | 29,329 | $1,009,106 | 0.92% |
| Jaffetilchin Investment Partners, LLC | 227,122 | $7,867,513 | 0.87% |