JP MORGAN EXCHANGE TRADED FD's ticker is JPUS and the CUSIP is 46641Q407. A total of 71 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $855 | -93.3% | 9,101 | -93.4% | 0.06% | -80.4% |
| Q2 2023 | $12,727 | -10.8% | 137,867 | -7.7% | 0.32% | -55.0% |
| Q1 2023 | $14,275 | +3.7% | 149,301 | +2.8% | 0.70% | -7.1% |
| Q4 2022 | $13,771 | -99.9% | 145,287 | -3.9% | 0.76% | -2.3% |
| Q3 2022 | $12,920,000 | -4.6% | 151,111 | +2.1% | 0.78% | +5.9% |
| Q2 2022 | $13,537,000 | -23.2% | 147,934 | -12.3% | 0.73% | -19.7% |
| Q1 2022 | $17,615,000 | +2.5% | 168,609 | +4.1% | 0.91% | +7.7% |
| Q4 2021 | $17,179,000 | +33.6% | 162,004 | +21.5% | 0.85% | +12.2% |
| Q3 2021 | $12,862,000 | -12.8% | 133,330 | -12.5% | 0.76% | -17.0% |
| Q2 2021 | $14,747,000 | +0.1% | 152,441 | -5.6% | 0.91% | -18.3% |
| Q1 2021 | $14,739,000 | -12.5% | 161,417 | -19.9% | 1.12% | -20.1% |
| Q4 2020 | $16,847,000 | -10.6% | 201,403 | -21.0% | 1.40% | -46.7% |
| Q3 2020 | $18,853,000 | -19.6% | 254,949 | -24.6% | 2.62% | -28.2% |
| Q2 2020 | $23,456,000 | +4.4% | 338,033 | -11.8% | 3.64% | -15.1% |
| Q1 2020 | $22,472,000 | -27.1% | 383,218 | -1.0% | 4.29% | -17.5% |
| Q4 2019 | $30,822,000 | -7.3% | 386,930 | -11.7% | 5.20% | -18.9% |
| Q3 2019 | $33,260,000 | -10.6% | 438,085 | -11.9% | 6.42% | -17.9% |
| Q2 2019 | $37,206,000 | +5.6% | 497,080 | +3.2% | 7.82% | -15.1% |
| Q1 2019 | $35,232,000 | +47.8% | 481,641 | +31.0% | 9.20% | +14.7% |
| Q4 2018 | $23,843,000 | +5.9% | 367,540 | +21.7% | 8.02% | -3.6% |
| Q3 2018 | $22,519,000 | +25.0% | 302,104 | +19.1% | 8.32% | +7.3% |
| Q2 2018 | $18,022,000 | +31.1% | 253,653 | +28.6% | 7.76% | +13.5% |
| Q1 2018 | $13,749,000 | – | 197,285 | – | 6.83% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Modera Wealth Management, LLC | 1,621,332 | $135,624,000 | 10.76% |
| PLANNING ALTERNATIVES LTD /ADV | 488,864 | $40,893,000 | 7.25% |
| SVA Wealth Management, LLC | 747,959 | $62,567,000 | 5.45% |
| ST GERMAIN D J CO INC | 810,577 | $67,805,000 | 4.84% |
| Sterneck Capital Management, LLC | 72,734 | $6,084,000 | 4.56% |
| SkyView Investment Advisors, LLC | 79,518 | $6,652,000 | 3.14% |
| LexAurum Advisors, LLC | 86,092 | $7,202,000 | 2.58% |
| BELLEVUE ASSET MANAGEMENT, LLC | 47,293 | $4,069,000 | 2.49% |
| Quantitative Advantage, LLC | 81,875 | $6,849,000 | 1.45% |
| CreativeOne Wealth, LLC | 201,403 | $16,847,000 | 1.40% |