JP MORGAN EXCHANGE TRADED FD's ticker is JPUS and the CUSIP is 46641Q407. A total of 84 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $164 | -99.9% | 2,304 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $164,000 | 0.0% | 2,304 | 0.0% | 0.00% | -20.0% |
| Q2 2022 | $164,000 | 0.0% | 2,304 | 0.0% | 0.01% | +150.0% |
| Q1 2022 | $164,000 | – | 2,304 | – | 0.00% | – |
| Q2 2021 | $0 | – | 0 | – | 0.00% | – |
| Q1 2021 | $0 | – | 0 | – | 0.00% | – |
| Q4 2020 | $0 | – | 0 | – | 0.00% | – |
| Q3 2020 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q2 2020 | $15,000 | +15.4% | 216 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $13,000 | -23.5% | 216 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $17,000 | -99.0% | 216 | -99.0% | 0.00% | -99.1% |
| Q3 2019 | $1,710,000 | -25.4% | 22,645 | -27.8% | 0.12% | -63.3% |
| Q1 2019 | $2,292,000 | +16.0% | 31,355 | +2.2% | 0.31% | +160.8% |
| Q4 2018 | $1,976,000 | -7.7% | 30,688 | +6.8% | 0.12% | +37.9% |
| Q3 2018 | $2,141,000 | +4.1% | 28,727 | -0.8% | 0.09% | 0.0% |
| Q2 2018 | $2,057,000 | +1.5% | 28,957 | +0.7% | 0.09% | -5.4% |
| Q1 2018 | $2,027,000 | 0.0% | 28,746 | 0.0% | 0.09% | 0.0% |
| Q4 2017 | $2,027,000 | +35.1% | 28,746 | +29.0% | 0.09% | +53.3% |
| Q3 2017 | $1,500,000 | -34.6% | 22,288 | -28.9% | 0.06% | -80.8% |
| Q1 2016 | $2,292,000 | – | 31,355 | – | 0.31% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Modera Wealth Management, LLC | 1,598,379 | $118,200,000 | 17.53% |
| PLANNING ALTERNATIVES LTD /ADV | 473,164 | $34,990,000 | 6.57% |
| SVA Wealth Management, LLC | 721,831 | $53,379,000 | 5.29% |
| ST GERMAIN D J CO INC | 788,187 | $58,286,000 | 4.73% |
| Sterneck Capital Management, LLC | 72,702 | $5,376,000 | 4.54% |
| CreativeOne Wealth, LLC | 254,949 | $18,853,000 | 2.62% |
| LexAurum Advisors, LLC | 85,274 | $6,306,000 | 2.59% |
| BELLEVUE ASSET MANAGEMENT, LLC | 39,359 | $2,911,000 | 2.04% |
| Quantitative Advantage, LLC | 86,187 | $6,374,000 | 1.56% |
| HHM Wealth Advisors, LLC | 47,263 | $3,495,000 | 1.40% |