JP MORGAN EXCHANGE TRADED FD's ticker is JPUS and the CUSIP is 46641Q407. A total of 71 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $500,066 | -42.4% | 5,324 | -40.0% | 0.00% | -42.9% |
Q2 2023 | $867,728 | +1.6% | 8,875 | -0.6% | 0.01% | 0.0% |
Q1 2023 | $853,726 | +24.7% | 8,929 | +23.6% | 0.01% | +16.7% |
Q4 2022 | $684,786 | +42.1% | 7,225 | +28.1% | 0.01% | -40.0% |
Q3 2022 | $482,000 | – | 5,638 | – | 0.01% | – |
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% |