JP MORGAN EXCHANGE TRADED FD's ticker is JPUS and the CUSIP is 46641Q407. A total of 75 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
PLANNING ALTERNATIVES LTD /ADV | 513,648 | $48,245,249 | 9.35% |
Sterneck Capital Management, LLC | 74,271 | $6,976,052 | 4.66% |
BELLEVUE ASSET MANAGEMENT, LLC | 54,281 | $5,098,477 | 3.42% |
ST GERMAIN D J CO INC | 573,732 | $53,888,754 | 3.03% |
Etesian Wealth Advisors, Inc. | 20,616 | $1,936,370 | 1.30% |
RHS Financial, LLC | 13,986 | $1,313,689 | 0.92% |
Empire Financial Management Company, LLC | 22,020 | $2,068,265 | 0.90% |
Avant Capital LLC | 6,409 | $601,982 | 0.69% |
Independent Wealth Network Inc. | 11,478 | $1,078,091 | 0.66% |
Modera Wealth Management, LLC | 352,773 | $33,134,788 | 0.62% |