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 2023 | $455,733 | -3.9% | 4,852 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $474,391 | +2.3% | 4,852 | 0.0% | 0.02% | -4.3% |
| Q1 2023 | $463,913 | -21.1% | 4,852 | -21.8% | 0.02% | -23.3% |
| Q4 2022 | $588,299 | -14.6% | 6,207 | -23.0% | 0.03% | -21.1% |
| Q3 2022 | $689,000 | -6.5% | 8,057 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $737,000 | -16.1% | 8,057 | -4.1% | 0.04% | +2.7% |
| Q1 2022 | $878,000 | -4.7% | 8,400 | -3.3% | 0.04% | +2.8% |
| Q4 2021 | $921,000 | +10.2% | 8,690 | 0.0% | 0.04% | +2.9% |
| Q3 2021 | $836,000 | -6.1% | 8,690 | -5.5% | 0.04% | -2.8% |
| Q2 2021 | $890,000 | +6.0% | 9,196 | 0.0% | 0.04% | -2.7% |
| Q1 2021 | $840,000 | +6.7% | 9,196 | -2.2% | 0.04% | +2.8% |
| Q4 2020 | $787,000 | +12.4% | 9,406 | -0.6% | 0.04% | 0.0% |
| Q3 2020 | $700,000 | +4.5% | 9,461 | -2.1% | 0.04% | -5.3% |
| Q2 2020 | $670,000 | -32.9% | 9,661 | -43.3% | 0.04% | -45.7% |
| Q1 2020 | $999,000 | -40.4% | 17,033 | -19.1% | 0.07% | -21.3% |
| Q4 2019 | $1,677,000 | -45.7% | 21,047 | -48.2% | 0.09% | -71.2% |
| Q3 2019 | $3,086,000 | -73.4% | 40,649 | -73.7% | 0.31% | -74.8% |
| Q2 2019 | $11,586,000 | -3.4% | 154,785 | -5.6% | 1.23% | -3.5% |
| Q1 2019 | $11,991,000 | +20.9% | 163,927 | +7.2% | 1.27% | +15.9% |
| Q4 2018 | $9,917,000 | -17.9% | 152,872 | -5.7% | 1.10% | -6.6% |
| Q3 2018 | $12,085,000 | -1.3% | 162,125 | -5.9% | 1.17% | -5.2% |
| Q2 2018 | $12,243,000 | -0.9% | 172,319 | -2.8% | 1.24% | -2.8% |
| Q1 2018 | $12,351,000 | -2.3% | 177,228 | -1.2% | 1.27% | -4.6% |
| Q4 2017 | $12,644,000 | +0.5% | 179,294 | -4.1% | 1.34% | +23.8% |
| Q3 2017 | $12,585,000 | +5808.5% | 187,031 | +5633.6% | 1.08% | +2739.5% |
| Q2 2017 | $213,000 | -17.1% | 3,262 | -19.8% | 0.04% | -22.4% |
| Q1 2017 | $257,000 | – | 4,069 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PLANNING ALTERNATIVES LTD /ADV | 530,300 | $51,303,000 | 8.38% |
| Modera Wealth Management, LLC | 1,529,439 | $147,962,000 | 7.98% |
| ST GERMAIN D J CO INC | 766,860 | $74,188,000 | 4.66% |
| Sterneck Capital Management, LLC | 70,613 | $6,924,000 | 4.28% |
| SkyView Investment Advisors, LLC | 80,606 | $7,360,000 | 3.43% |
| BELLEVUE ASSET MANAGEMENT, LLC | 50,178 | $4,854,000 | 2.96% |
| LexAurum Advisors, LLC | 92,626 | $8,961,000 | 2.65% |
| Quantitative Advantage, LLC | 100,451 | $9,718,000 | 1.68% |
| Tredje AP-fonden | 495,908 | $77,134,000 | 1.57% |
| HHM Wealth Advisors, LLC | 43,827 | $4,240,000 | 1.15% |