JP MORGAN EXCHANGE TRADED FD's ticker is JPUS and the CUSIP is 46641Q407. A total of 70 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q1 2021. 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 ↓ |
|---|---|---|---|
| TOTAL INVESTMENT MANAGEMENT INC | 677,878 | $51,465,000 | 10.43% |
| Foster Victor Wealth Advisors, LLC | 244,217 | $18,243,000 | 10.15% |
| Modera Wealth Management, LLC | 768,979 | $58,381,000 | 9.70% |
| CreativeOne Wealth, LLC | 438,085 | $33,260,000 | 6.42% |
| HHM Wealth Advisors, LLC | 139,452 | $10,587,000 | 6.02% |
| GeoWealth Management, LLC | 330,295 | $25,076,000 | 5.64% |
| SVA Wealth Management, LLC | 671,876 | $51,009,000 | 5.00% |
| Quantitative Advantage, LLC | 196,992 | $14,956,000 | 4.12% |
| Sterneck Capital Management, LLC | 56,986 | $4,326,000 | 3.95% |
| NOTTINGHAM ADVISORS, INC. | 385,068 | $29,489,000 | 3.89% |