JP MORGAN EXCHANGE TRADED FD's ticker is JPUS and the CUSIP is 46641Q407. A total of 70 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
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 ↓ |
|---|---|---|---|
| TOTAL INVESTMENT MANAGEMENT INC | 677,878 | $51,465,000 | 10.43% |
| Foster Victor Wealth Advisors, LLC | 244,217 | $18,243,000 | 10.15% |
| Modera Wealth Management, LLC | 768,979 | $58,381,000 | 9.70% |
| CreativeOne Wealth, LLC | 438,085 | $33,260,000 | 6.42% |
| HHM Wealth Advisors, LLC | 139,452 | $10,587,000 | 6.02% |
| GeoWealth Management, LLC | 330,295 | $25,076,000 | 5.64% |
| SVA Wealth Management, LLC | 671,876 | $51,009,000 | 5.00% |
| Quantitative Advantage, LLC | 196,992 | $14,956,000 | 4.12% |
| Sterneck Capital Management, LLC | 56,986 | $4,326,000 | 3.95% |
| NOTTINGHAM ADVISORS, INC. | 385,068 | $29,489,000 | 3.89% |