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 | $621,570 | -48.4% | 12,340 | -48.3% | 0.26% | -36.5% |
| Q2 2023 | $1,204,544 | -2.6% | 23,857 | -2.6% | 0.42% | -10.9% |
| Q1 2023 | $1,236,798 | +3.0% | 24,501 | +0.6% | 0.47% | -6.2% |
| Q4 2022 | $1,200,243 | +13.9% | 24,350 | +3.0% | 0.50% | +2.7% |
| Q3 2022 | $1,054,000 | +12.1% | 23,640 | +24.3% | 0.49% | +16.3% |
| Q2 2022 | $940,000 | -6.6% | 19,022 | +5.4% | 0.42% | -10.1% |
| Q1 2022 | $1,006,000 | +5.6% | 18,052 | +7.6% | 0.46% | +21.4% |
| Q4 2021 | $953,000 | +19.4% | 16,780 | +21.1% | 0.38% | +1.6% |
| Q3 2021 | $798,000 | +0.1% | 13,855 | +3.0% | 0.38% | +0.5% |
| Q2 2021 | $797,000 | +20.8% | 13,446 | +15.3% | 0.38% | +10.0% |
| Q1 2021 | $660,000 | +12.4% | 11,659 | +8.9% | 0.34% | -12.1% |
| Q4 2020 | $587,000 | +42.1% | 10,704 | +21.2% | 0.39% | +17.9% |
| Q3 2020 | $413,000 | +20.1% | 8,830 | +18.1% | 0.33% | +15.4% |
| Q2 2020 | $344,000 | – | 7,474 | – | 0.28% | – |
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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% |