JP MORGAN EXCHANGE TRADED FD's ticker is JPUS and the CUSIP is 46641Q407. A total of 74 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $686,675 | +2302.0% | 12,688 | +4143.5% | 0.00% | – |
| Q1 2023 | $28,588 | -14.8% | 299 | -15.5% | 0.00% | – |
| Q4 2022 | $33,552 | -74.4% | 354 | -76.8% | 0.00% | -100.0% |
| Q3 2022 | $131,000 | +627.8% | 1,529 | +664.5% | 0.00% | – |
| Q2 2022 | $18,000 | -76.0% | 200 | -72.1% | 0.00% | -100.0% |
| Q1 2022 | $75,000 | +47.1% | 716 | +49.5% | 0.00% | – |
| Q4 2021 | $51,000 | +82.1% | 479 | +66.3% | 0.00% | – |
| Q3 2021 | $28,000 | +1300.0% | 288 | +1271.4% | 0.00% | – |
| Q2 2021 | $2,000 | -99.8% | 21 | -99.9% | 0.00% | -100.0% |
| Q2 2020 | $1,019,000 | -56.4% | 14,683 | -63.2% | 0.02% | -84.4% |
| Q1 2020 | $2,338,000 | – | 39,868 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PLANNING ALTERNATIVES LTD /ADV | 518,405 | $53,252,009 | 9.33% |
| Sterneck Capital Management, LLC | 72,716 | $7,469,614 | 4.76% |
| ST GERMAIN D J CO INC | 529,370 | $54,378,316 | 2.83% |
| MN Wealth Advisors, LLC | 20,695 | $2,125,859 | 1.46% |
| Etesian Wealth Advisors, Inc. | 20,809 | $2,143,858 | 1.29% |
| RHS Financial, LLC | 17,225 | $1,769,387 | 1.12% |
| Clear Point Advisors Inc. | 11,201 | $1,150,581 | 1.02% |
| BELLEVUE ASSET MANAGEMENT, LLC | 9,312 | $956,553 | 0.84% |
| Empire Financial Management Company, LLC | 17,817 | $1,830,210 | 0.72% |
| Modera Wealth Management, LLC | 346,358 | $35,578,830 | 0.59% |