J P MORGAN EXCHANGE-TRADED F's ticker is JVAL and the CUSIP is 46641Q753. A total of 64 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,174,942 | +4.8% | 32,930 | 0.0% | 0.04% | -2.2% |
| Q1 2023 | $1,121,596 | -19.1% | 32,930 | -21.3% | 0.05% | -25.8% |
| Q4 2022 | $1,386,805 | +2.6% | 41,847 | -7.8% | 0.06% | -11.4% |
| Q3 2022 | $1,352,000 | -40.2% | 45,395 | -35.6% | 0.07% | -53.3% |
| Q2 2022 | $2,262,000 | -10.4% | 70,459 | +3.2% | 0.15% | +6.4% |
| Q1 2022 | $2,525,000 | +4.6% | 68,306 | +8.7% | 0.14% | +10.2% |
| Q4 2021 | $2,414,000 | – | 62,830 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Planned Solutions, Inc. | 237,767 | $8,483,527 | 5.01% |
| Lee Financial Group Hawaii, Inc. | 138,301 | $4,934,576 | 4.51% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 1,095,922 | $39,102,482 | 2.76% |
| FIRST CITIZENS BANK & TRUST CO | 2,569,661 | $91,685,504 | 1.68% |
| First Citizens Asset Management, Inc. | 99,483 | $3,549,553 | 1.45% |
| Orion Portfolio Solutions, LLC | 3,023,631 | $107,883,153 | 1.15% |
| Capital Analysts, LLC | 512,012 | $18,269 | 1.02% |
| Mainsail Financial Group, LLC | 27,201 | $970,533 | 0.91% |
| Gallacher Capital Management LLC | 43,400 | $1,548,515 | 0.89% |
| Jaffetilchin Investment Partners, LLC | 226,651 | $8,086,919 | 0.85% |