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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $496,000 | +4.9% | 5,934 | -7.2% | 0.22% | -6.8% |
| Q3 2020 | $473,000 | +11.0% | 6,391 | -12.1% | 0.24% | -22.3% |
| Q1 2020 | $426,000 | -45.6% | 7,269 | -27.7% | 0.30% | -34.1% |
| Q3 2019 | $783,000 | -6.6% | 10,059 | -8.8% | 0.46% | -13.0% |
| Q2 2019 | $838,000 | -3.2% | 11,030 | -17.4% | 0.53% | -18.9% |
| Q4 2018 | $866,000 | -12.7% | 13,347 | +0.3% | 0.66% | +4.1% |
| Q3 2018 | $992,000 | +1.2% | 13,303 | -3.5% | 0.63% | -8.6% |
| Q2 2018 | $980,000 | -7.2% | 13,792 | -11.0% | 0.69% | -11.4% |
| Q1 2018 | $1,056,000 | -10.1% | 15,496 | -7.0% | 0.78% | -11.9% |
| Q4 2017 | $1,175,000 | – | 16,661 | – | 0.88% | – |
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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% |