JP MORGAN EXCHANGE TRADED FD's ticker is JPUS and the CUSIP is 46641Q407. A total of 78 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $100,126 | -3.9% | 1,066 | 0.0% | 0.11% | -0.9% |
| Q2 2023 | $104,225 | +3.2% | 1,066 | 0.0% | 0.11% | -6.8% |
| Q4 2022 | $101,035 | -49.5% | 1,066 | -48.5% | 0.12% | -50.8% |
| Q2 2021 | $200,000 | -71.1% | 2,069 | -72.8% | 0.24% | -73.1% |
| Q1 2021 | $693,000 | +9.1% | 7,593 | 0.0% | 0.89% | +15.6% |
| Q4 2020 | $635,000 | +6.2% | 7,593 | -6.1% | 0.77% | +32.7% |
| Q3 2020 | $598,000 | +4.0% | 8,089 | -2.4% | 0.58% | -3.6% |
| Q2 2020 | $575,000 | +9.5% | 8,288 | -7.4% | 0.60% | -13.2% |
| Q1 2020 | $525,000 | -32.1% | 8,950 | -7.7% | 0.70% | -19.3% |
| Q4 2019 | $773,000 | -19.1% | 9,700 | -22.9% | 0.86% | -10.9% |
| Q3 2019 | $955,000 | +1.5% | 12,575 | 0.0% | 0.97% | +11.3% |
| Q2 2019 | $941,000 | +106.4% | 12,575 | +78.9% | 0.87% | +84.3% |
| Q1 2019 | $456,000 | 0.0% | 7,030 | 0.0% | 0.47% | 0.0% |
| Q4 2018 | $456,000 | -13.0% | 7,030 | 0.0% | 0.47% | +3.5% |
| Q3 2018 | $524,000 | +5.0% | 7,030 | 0.0% | 0.46% | +4.8% |
| Q2 2018 | $499,000 | +389.6% | 7,030 | +559.5% | 0.43% | +280.7% |
| Q1 2010 | $101,923 | – | 1,066 | – | 0.11% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Modera Wealth Management, LLC | 1,598,379 | $118,200,000 | 17.53% |
| PLANNING ALTERNATIVES LTD /ADV | 473,164 | $34,990,000 | 6.57% |
| SVA Wealth Management, LLC | 721,831 | $53,379,000 | 5.29% |
| ST GERMAIN D J CO INC | 788,187 | $58,286,000 | 4.73% |
| Sterneck Capital Management, LLC | 72,702 | $5,376,000 | 4.54% |
| CreativeOne Wealth, LLC | 254,949 | $18,853,000 | 2.62% |
| LexAurum Advisors, LLC | 85,274 | $6,306,000 | 2.59% |
| BELLEVUE ASSET MANAGEMENT, LLC | 39,359 | $2,911,000 | 2.04% |
| Quantitative Advantage, LLC | 86,187 | $6,374,000 | 1.56% |
| HHM Wealth Advisors, LLC | 47,263 | $3,495,000 | 1.40% |