JP MORGAN EXCHANGE TRADED FD's ticker is JPUS and the CUSIP is 46641Q407. A total of 84 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $259,000 | -3.4% | 3,245 | -8.8% | 0.19% | -16.1% |
| Q3 2019 | $268,000 | -2.5% | 3,560 | -1.9% | 0.22% | -3.9% |
| Q2 2019 | $275,000 | +3.4% | 3,630 | 0.0% | 0.23% | -10.4% |
| Q1 2019 | $266,000 | +13.2% | 3,630 | 0.0% | 0.26% | +4.9% |
| Q4 2018 | $235,000 | -8.2% | 3,630 | -1.0% | 0.25% | +3.3% |
| Q3 2018 | $256,000 | – | 3,665 | – | 0.24% | – |
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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% |