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% | – |
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% |