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 Q2 2020. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $473,000 | -60.1% | 7,920 | -46.7% | 0.37% | -48.1% |
| Q4 2019 | $1,184,000 | +3.3% | 14,860 | -1.6% | 0.71% | -6.2% |
| Q3 2019 | $1,146,000 | +1.7% | 15,107 | +0.3% | 0.76% | +0.5% |
| Q2 2019 | $1,127,000 | -0.7% | 15,057 | -3.0% | 0.76% | -10.1% |
| Q1 2019 | $1,135,000 | +12.3% | 15,517 | -0.4% | 0.84% | -6.6% |
| Q4 2018 | $1,011,000 | -19.9% | 15,587 | -7.9% | 0.90% | +3.0% |
| Q3 2018 | $1,262,000 | -15.0% | 16,932 | -19.0% | 0.87% | -21.8% |
| Q2 2018 | $1,485,000 | +1.2% | 20,897 | -0.8% | 1.12% | -3.5% |
| Q1 2018 | $1,468,000 | -1.2% | 21,057 | -0.1% | 1.16% | +9.6% |
| Q4 2017 | $1,486,000 | – | 21,082 | – | 1.06% | – |
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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% |