JP MORGAN EXCHANGE TRADED FD's ticker is JPUS and the CUSIP is 46641Q407. A total of 74 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,224,006 | +13.5% | 13,031 | +18.2% | 0.00% | 0.0% |
| Q2 2023 | $1,077,946 | +17.9% | 11,025 | +15.3% | 0.00% | 0.0% |
| Q1 2023 | $914,018 | -21.5% | 9,559 | -22.2% | 0.00% | 0.0% |
| Q4 2022 | $1,165,000 | -7.0% | 12,291 | -16.1% | 0.00% | -33.3% |
| Q3 2022 | $1,253,000 | -12.9% | 14,649 | -6.8% | 0.00% | 0.0% |
| Q2 2022 | $1,438,000 | +6.1% | 15,717 | +21.1% | 0.00% | 0.0% |
| Q1 2022 | $1,355,000 | -1.7% | 12,977 | -0.2% | 0.00% | 0.0% |
| Q4 2021 | $1,379,000 | +7.3% | 13,000 | -2.8% | 0.00% | 0.0% |
| Q3 2021 | $1,285,000 | -1.8% | 13,381 | -1.1% | 0.00% | 0.0% |
| Q2 2021 | $1,309,000 | +4.1% | 13,534 | -1.7% | 0.00% | 0.0% |
| Q1 2021 | $1,257,000 | +16.1% | 13,765 | +6.3% | 0.00% | 0.0% |
| Q4 2020 | $1,083,000 | +11.5% | 12,948 | -1.4% | 0.00% | 0.0% |
| Q3 2020 | $971,000 | -22.1% | 13,127 | -27.0% | 0.00% | -25.0% |
| Q2 2020 | $1,247,000 | -6.4% | 17,986 | -20.7% | 0.00% | -20.0% |
| Q1 2020 | $1,332,000 | – | 22,695 | – | 0.01% | – |
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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% |