JP MORGAN EXCHANGE TRADED FD's ticker is JPUS and the CUSIP is 46641Q407. A total of 76 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $984,587 | -9.7% | 10,483 | -6.0% | 0.29% | -12.2% |
| Q2 2023 | $1,090,829 | -3.7% | 11,157 | -5.8% | 0.33% | -12.8% |
| Q1 2023 | $1,132,542 | -17.0% | 11,845 | -17.8% | 0.38% | -23.1% |
| Q4 2022 | $1,365,306 | +10.6% | 14,405 | -0.2% | 0.49% | +2.5% |
| Q3 2022 | $1,234,000 | -10.5% | 14,429 | -4.3% | 0.48% | -7.6% |
| Q2 2022 | $1,379,000 | -81.1% | 15,073 | -78.4% | 0.52% | -78.3% |
| Q1 2022 | $7,279,000 | -37.3% | 69,673 | -36.4% | 2.37% | -37.2% |
| Q4 2021 | $11,610,000 | +29.4% | 109,486 | +17.3% | 3.78% | +42.7% |
| Q3 2021 | $8,973,000 | +0.1% | 93,324 | +0.8% | 2.65% | -0.2% |
| Q2 2021 | $8,961,000 | +14.7% | 92,626 | +8.3% | 2.65% | -0.6% |
| Q1 2021 | $7,811,000 | +8.5% | 85,540 | -0.6% | 2.67% | +3.4% |
| Q4 2020 | $7,202,000 | +14.2% | 86,092 | +1.0% | 2.58% | -0.3% |
| Q3 2020 | $6,306,000 | +10.2% | 85,274 | +3.5% | 2.59% | -17.2% |
| Q2 2020 | $5,720,000 | -1.2% | 82,427 | -16.5% | 3.13% | -22.1% |
| Q1 2020 | $5,792,000 | +13.7% | 98,773 | +54.5% | 4.02% | +59.7% |
| Q4 2019 | $5,092,000 | +41.8% | 63,924 | +35.1% | 2.51% | +18.3% |
| Q3 2019 | $3,592,000 | +5.5% | 47,313 | +4.0% | 2.13% | +1.1% |
| Q2 2019 | $3,406,000 | +12.3% | 45,511 | +9.8% | 2.10% | +4.8% |
| Q1 2019 | $3,032,000 | +19.2% | 41,454 | +5.7% | 2.01% | +1.9% |
| Q4 2018 | $2,544,000 | +45.6% | 39,214 | +67.4% | 1.97% | +60.9% |
| Q3 2018 | $1,747,000 | +65.0% | 23,432 | +57.2% | 1.22% | +30.2% |
| Q2 2018 | $1,059,000 | +7.1% | 14,904 | +5.0% | 0.94% | +12.3% |
| Q1 2018 | $989,000 | +10.3% | 14,193 | +15.0% | 0.84% | -0.4% |
| Q4 2017 | $897,000 | – | 12,343 | – | 0.84% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Modera Wealth Management, LLC | 1,621,332 | $135,624,000 | 10.76% |
| PLANNING ALTERNATIVES LTD /ADV | 488,864 | $40,893,000 | 7.25% |
| SVA Wealth Management, LLC | 747,959 | $62,567,000 | 5.45% |
| ST GERMAIN D J CO INC | 810,577 | $67,805,000 | 4.84% |
| Sterneck Capital Management, LLC | 72,734 | $6,084,000 | 4.56% |
| SkyView Investment Advisors, LLC | 79,518 | $6,652,000 | 3.14% |
| LexAurum Advisors, LLC | 86,092 | $7,202,000 | 2.58% |
| BELLEVUE ASSET MANAGEMENT, LLC | 47,293 | $4,069,000 | 2.49% |
| Quantitative Advantage, LLC | 81,875 | $6,849,000 | 1.45% |
| CreativeOne Wealth, LLC | 201,403 | $16,847,000 | 1.40% |