JP MORGAN EXCHANGE TRADED FD's ticker is JPUS and the CUSIP is 46641Q407. A total of 72 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $1,575,000 | +24.0% | 16,387 | +24.9% | 0.02% | +22.2% |
| Q2 2021 | $1,270,000 | +37.4% | 13,124 | +29.7% | 0.02% | +12.5% |
| Q1 2021 | $924,000 | +26.7% | 10,117 | +16.0% | 0.02% | +6.7% |
| Q4 2020 | $729,000 | +4.9% | 8,720 | -7.2% | 0.02% | -16.7% |
| Q3 2020 | $695,000 | +8.9% | 9,397 | +2.3% | 0.02% | -5.3% |
| Q2 2020 | $638,000 | -14.0% | 9,188 | -27.4% | 0.02% | -40.6% |
| Q1 2020 | $742,000 | -29.8% | 12,647 | -4.7% | 0.03% | -23.8% |
| Q4 2019 | $1,057,000 | +5.2% | 13,272 | +0.2% | 0.04% | -17.6% |
| Q3 2019 | $1,005,000 | +3.5% | 13,243 | +2.0% | 0.05% | -8.9% |
| Q2 2019 | $971,000 | +3.0% | 12,979 | +0.6% | 0.06% | -8.2% |
| Q1 2019 | $943,000 | +80.3% | 12,899 | +59.8% | 0.06% | +17.3% |
| Q4 2018 | $523,000 | +4.0% | 8,072 | +19.5% | 0.05% | +6.1% |
| Q3 2018 | $503,000 | +26.7% | 6,755 | +20.7% | 0.05% | +6.5% |
| Q2 2018 | $397,000 | +26.8% | 5,595 | +24.4% | 0.05% | +7.0% |
| Q1 2018 | $313,000 | +18.6% | 4,497 | +20.1% | 0.04% | +13.2% |
| Q4 2017 | $264,000 | – | 3,745 | – | 0.04% | – |
Download | ||||||
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% |