JP MORGAN EXCHANGE TRADED FD's ticker is JPUS and the CUSIP is 46641Q407. A total of 59 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q1 2018. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $4,633,262 | -49.3% | 47,388 | -50.5% | 2.42% | -17.7% |
| Q1 2023 | $9,146,442 | +103.7% | 95,662 | +101.9% | 2.94% | -3.5% |
| Q4 2022 | $4,490,513 | +11.1% | 47,378 | +0.2% | 3.04% | -9.8% |
| Q3 2022 | $4,041,000 | -5.8% | 47,265 | +0.8% | 3.38% | +14.7% |
| Q2 2022 | $4,292,000 | -41.4% | 46,906 | -33.1% | 2.94% | -38.7% |
| Q1 2022 | $7,319,000 | -16.5% | 70,062 | -15.3% | 4.81% | +0.0% |
| Q4 2021 | $8,768,000 | +47.1% | 82,690 | -10.0% | 4.80% | +7.6% |
| Q4 2018 | $5,962,000 | -12.8% | 91,914 | +0.2% | 4.47% | +6.5% |
| Q3 2018 | $6,839,000 | +7.1% | 91,756 | +2.1% | 4.19% | -0.9% |
| Q2 2018 | $6,383,000 | +26.8% | 89,836 | +24.3% | 4.23% | +45.0% |
| Q1 2018 | $5,035,000 | +25.9% | 72,249 | +27.4% | 2.92% | +15.6% |
| Q4 2017 | $3,999,000 | +49.5% | 56,700 | +42.6% | 2.52% | +37.4% |
| Q3 2017 | $2,675,000 | +61.1% | 39,760 | +56.4% | 1.84% | +61.6% |
| Q2 2017 | $1,660,000 | +391.1% | 25,419 | +374.8% | 1.14% | +349.0% |
| Q1 2017 | $338,000 | – | 5,354 | – | 0.25% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TOTAL INVESTMENT MANAGEMENT INC | 677,878 | $51,465,000 | 10.43% |
| Foster Victor Wealth Advisors, LLC | 244,217 | $18,243,000 | 10.15% |
| Modera Wealth Management, LLC | 768,979 | $58,381,000 | 9.70% |
| CreativeOne Wealth, LLC | 438,085 | $33,260,000 | 6.42% |
| HHM Wealth Advisors, LLC | 139,452 | $10,587,000 | 6.02% |
| GeoWealth Management, LLC | 330,295 | $25,076,000 | 5.64% |
| SVA Wealth Management, LLC | 671,876 | $51,009,000 | 5.00% |
| Quantitative Advantage, LLC | 196,992 | $14,956,000 | 4.12% |
| Sterneck Capital Management, LLC | 56,986 | $4,326,000 | 3.95% |
| NOTTINGHAM ADVISORS, INC. | 385,068 | $29,489,000 | 3.89% |