JP MORGAN EXCHANGE TRADED FD's ticker is JPHF and the CUSIP is 46641Q803.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,772,000 | -20.3% | 75,009 | -15.8% | 0.28% | +5.6% |
| Q3 2019 | $2,223,000 | -90.6% | 89,103 | -90.6% | 0.27% | -89.4% |
| Q2 2019 | $23,645,000 | 0.0% | 951,646 | 0.0% | 2.53% | 0.0% |
| Q1 2019 | $23,645,000 | +135.1% | 951,646 | +127.1% | 2.53% | -19.0% |
| Q4 2018 | $10,058,000 | – | 419,079 | – | 3.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| EisnerAmper Wealth Management Corporate Benefits, LLC | 183,862 | $4,345,000 | 2.98% |
| Intelligence Driven Advisers, LLC | 180,291 | $4,260,000 | 1.93% |
| Brinker Capital Investments, LLC | 835,486 | $19,743,000 | 0.66% |
| Alaska Wealth Advisors | 75,009 | $1,772,000 | 0.28% |
| Alaska Permanent Capital Management | 89,103 | $2,106,000 | 0.22% |
| Stonehearth Capital Management, LLC | 13,208 | $312,000 | 0.21% |
| APPLETON PARTNERS INC/MA | 76,896 | $1,817,000 | 0.20% |
| CX Institutional | 23,663 | $559,000 | 0.10% |
| Wealth Advisory Solutions, LLC | 14,464 | $341,000 | 0.09% |
| Equitable Holdings, Inc. | 90,840 | $2,147,000 | 0.06% |