JP MORGAN EXCHANGE TRADED FD's ticker is JPEM and the CUSIP is 46641Q308. A total of 107 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $839,686 | +48.5% | 16,670 | +48.9% | 0.00% | 0.0% |
| Q2 2023 | $565,462 | -8.3% | 11,199 | -8.3% | 0.00% | 0.0% |
| Q1 2023 | $616,384 | +0.9% | 12,209 | -1.5% | 0.00% | 0.0% |
| Q4 2022 | $611,000 | +99.0% | 12,391 | +80.4% | 0.00% | 0.0% |
| Q3 2022 | $307,000 | -12.3% | 6,869 | -3.1% | 0.00% | 0.0% |
| Q2 2022 | $350,000 | -18.0% | 7,088 | -7.6% | 0.00% | 0.0% |
| Q1 2022 | $427,000 | -81.1% | 7,668 | -80.7% | 0.00% | -75.0% |
| Q4 2021 | $2,255,000 | +319.1% | 39,694 | +325.4% | 0.00% | +300.0% |
| Q3 2021 | $538,000 | -11.7% | 9,332 | -9.2% | 0.00% | 0.0% |
| Q2 2021 | $609,000 | +35.3% | 10,275 | +29.3% | 0.00% | 0.0% |
| Q1 2021 | $450,000 | +79.3% | 7,944 | +74.0% | 0.00% | 0.0% |
| Q4 2020 | $251,000 | -54.4% | 4,566 | -61.1% | 0.00% | -50.0% |
| Q3 2020 | $550,000 | -19.5% | 11,748 | -20.8% | 0.00% | 0.0% |
| Q2 2020 | $683,000 | -27.3% | 14,840 | -37.3% | 0.00% | -50.0% |
| Q1 2020 | $940,000 | – | 23,650 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Amplius Wealth Advisors, LLC | 534,300 | $26,971,453 | 3.87% |
| SAM Advisors, LLC | 163,852 | $8,271,249 | 3.71% |
| RHS Financial, LLC | 84,085 | $4,244,603 | 3.22% |
| American Money Management, LLC | 141,697 | $7,152,841 | 1.90% |
| SHEPHERD KAPLAN KROCHUK, LLC | 36,077 | $1,821,167 | 1.61% |
| Teamwork Financial Advisors, LLC | 154,973 | $7,823,053 | 1.45% |
| HERON FINANCIAL GROUP, LLC | 50,714 | $2,560,043 | 1.41% |
| Empirical Asset Management, LLC | 28,620 | $1,444,736 | 1.38% |
| Wolf Group Capital Advisors | 42,350 | $2,137,828 | 1.06% |
| Financial Partners Group, Inc | 78,103 | $3,942,661 | 0.88% |