JP MORGAN EXCHANGE TRADED FD's ticker is JPEM and the CUSIP is 46641Q308. A total of 87 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,260 | -52.6% | 303 | -49.2% | 0.00% | 0.0% |
| Q2 2023 | $32,202 | +103777.4% | 596 | +11.0% | 0.00% | 0.0% |
| Q4 2022 | $31 | -99.9% | 537 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $31,000 | 0.0% | 537 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $31,000 | 0.0% | 537 | 0.0% | 0.00% | – |
| Q1 2022 | $31,000 | – | 537 | – | 0.00% | – |
| Q2 2021 | $0 | – | 0 | – | 0.00% | – |
| Q1 2021 | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
| Q4 2020 | $11,000 | +22.2% | 200 | 0.0% | 0.00% | -100.0% |
| Q3 2020 | $9,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $9,000 | +12.5% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $8,000 | -27.3% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $11,000 | -60.7% | 200 | -63.6% | 0.00% | -50.0% |
| Q3 2019 | $28,000 | +115.4% | 549 | +120.5% | 0.00% | 0.0% |
| Q1 2019 | $13,000 | 0.0% | 249 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $13,000 | – | 249 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Amplius Wealth Advisors, LLC | 534,300 | $26,971,453 | 3.87% |
| SAM Advisors, LLC | 163,852 | $8,271,249 | 3.71% |
| RHS Financial, LLC | 84,085 | $4,244,603 | 3.22% |
| American Money Management, LLC | 141,697 | $7,152,841 | 1.90% |
| SHEPHERD KAPLAN KROCHUK, LLC | 36,077 | $1,821,167 | 1.61% |
| Teamwork Financial Advisors, LLC | 154,973 | $7,823,053 | 1.45% |
| HERON FINANCIAL GROUP, LLC | 50,714 | $2,560,043 | 1.41% |
| Empirical Asset Management, LLC | 28,620 | $1,444,736 | 1.38% |
| Wolf Group Capital Advisors | 42,350 | $2,137,828 | 1.06% |
| Financial Partners Group, Inc | 78,103 | $3,942,661 | 0.88% |