JP MORGAN EXCHANGE TRADED FD's ticker is JPUS and the CUSIP is 46641Q407. A total of 79 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $427 | -99.4% | 4,471 | +476.2% | 0.03% | +1000.0% |
| Q1 2021 | $75,000 | -42.3% | 776 | -50.1% | 0.00% | -50.0% |
| Q4 2020 | $130,000 | -36.9% | 1,555 | -44.1% | 0.01% | -40.0% |
| Q3 2020 | $206,000 | -31.3% | 2,784 | -35.7% | 0.01% | -37.5% |
| Q2 2020 | $300,000 | -61.5% | 4,327 | -67.5% | 0.02% | -72.4% |
| Q1 2020 | $780,000 | -11.1% | 13,299 | +20.9% | 0.06% | -13.4% |
| Q4 2019 | $877,000 | +9.4% | 11,004 | +4.1% | 0.07% | +1.5% |
| Q3 2019 | $802,000 | +13.0% | 10,568 | +8.9% | 0.07% | -16.5% |
| Q1 2019 | $710,000 | +34.0% | 9,705 | +18.8% | 0.08% | +5.3% |
| Q4 2018 | $530,000 | – | 8,166 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PLANNING ALTERNATIVES LTD /ADV | 525,996 | $55,777,000 | 8.60% |
| Modera Wealth Management, LLC | 1,581,646 | $167,718,000 | 6.40% |
| First Capital Advisors Group, LLC. | 82,690 | $8,768,000 | 4.80% |
| Sterneck Capital Management, LLC | 65,177 | $6,911,000 | 4.09% |
| ST GERMAIN D J CO INC | 650,226 | $68,950,000 | 3.79% |
| LexAurum Advisors, LLC | 109,486 | $11,610,000 | 3.78% |
| BELLEVUE ASSET MANAGEMENT, LLC | 51,754 | $5,488,000 | 3.23% |
| Quantitative Advantage, LLC | 159,792 | $16,944,000 | 2.62% |
| SkyView Investment Advisors, LLC | 81,223 | $8,613,000 | 1.94% |
| HHM Wealth Advisors, LLC | 41,311 | $4,381,000 | 1.06% |