JP MORGAN EXCHANGE TRADED FD's ticker is JPUS and the CUSIP is 46641Q407. A total of 76 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
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 | 1,621,332 | $135,624,000 | 10.76% |
| PLANNING ALTERNATIVES LTD /ADV | 488,864 | $40,893,000 | 7.25% |
| SVA Wealth Management, LLC | 747,959 | $62,567,000 | 5.45% |
| ST GERMAIN D J CO INC | 810,577 | $67,805,000 | 4.84% |
| Sterneck Capital Management, LLC | 72,734 | $6,084,000 | 4.56% |
| SkyView Investment Advisors, LLC | 79,518 | $6,652,000 | 3.14% |
| LexAurum Advisors, LLC | 86,092 | $7,202,000 | 2.58% |
| BELLEVUE ASSET MANAGEMENT, LLC | 47,293 | $4,069,000 | 2.49% |
| Quantitative Advantage, LLC | 81,875 | $6,849,000 | 1.45% |
| CreativeOne Wealth, LLC | 201,403 | $16,847,000 | 1.40% |