J P MORGAN EXCHANGE-TRADED F's ticker is JVAL and the CUSIP is 46641Q753. A total of 39 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,638,311 | -13.1% | 133,900 | -10.4% | 0.04% | -11.1% |
| Q2 2023 | $5,334,992 | +3.9% | 149,523 | -0.8% | 0.04% | 0.0% |
| Q1 2023 | $5,134,920 | +5.8% | 150,761 | +2.9% | 0.04% | 0.0% |
| Q4 2022 | $4,855,083 | +10.5% | 146,502 | -0.7% | 0.04% | -48.9% |
| Q3 2022 | $4,394,000 | +67.1% | 147,538 | +80.1% | 0.09% | +109.5% |
| Q2 2022 | $2,630,000 | +16.6% | 81,913 | +34.2% | 0.04% | +31.2% |
| Q1 2022 | $2,256,000 | +22.9% | 61,031 | +27.7% | 0.03% | +23.1% |
| Q4 2021 | $1,836,000 | +498.0% | 47,791 | +452.2% | 0.03% | +420.0% |
| Q3 2021 | $307,000 | -12.0% | 8,655 | -10.2% | 0.01% | -16.7% |
| Q2 2021 | $349,000 | +5.8% | 9,640 | +0.4% | 0.01% | 0.0% |
| Q1 2021 | $330,000 | – | 9,603 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lee Financial Group Hawaii, Inc. | 144,492 | $5,005,216 | 4.59% |
| FIRST CITIZENS BANK & TRUST CO | 5,557,053 | $192,496,315 | 3.75% |
| First Citizens Asset Management, Inc. | 243,162 | $8,423,132 | 3.58% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 1,094,973 | $37,929,851 | 2.82% |
| Capital Analysts, LLC | 516,606 | $17,895 | 1.00% |
| Apeiron RIA LLC | 83,205 | $2,882,221 | 0.98% |
| Envestnet Portfolio Solutions, Inc. | 5,757,448 | $199,437,999 | 0.94% |
| Gallacher Capital Management LLC | 43,335 | $1,501,118 | 0.94% |
| Mainsail Financial Group, LLC | 29,329 | $1,009,106 | 0.92% |
| Jaffetilchin Investment Partners, LLC | 227,122 | $7,867,513 | 0.87% |