J P MORGAN EXCHANGE-TRADED F's ticker is JVAL and the CUSIP is 46641Q753. A total of 24 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $524 | -99.9% | 16,310 | -18.2% | 0.01% | -62.9% |
| Q2 2022 | $640,000 | -7.2% | 19,936 | +6.7% | 0.04% | -2.8% |
| Q1 2022 | $690,000 | -58.2% | 18,678 | -56.5% | 0.04% | -55.6% |
| Q4 2021 | $1,649,000 | +28.1% | 42,896 | +19.1% | 0.08% | +6.6% |
| Q3 2021 | $1,287,000 | -56.9% | 36,024 | -56.3% | 0.08% | -58.7% |
| Q2 2021 | $2,985,000 | +31.4% | 82,448 | +24.6% | 0.18% | +7.0% |
| Q1 2021 | $2,272,000 | +155.3% | 66,171 | +122.1% | 0.17% | +132.4% |
| Q4 2020 | $890,000 | – | 29,793 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AVALON CAPITAL MANAGEMENT | 317,790 | $10,204,000 | 4.18% |
| Integrity Advisory, LLC | 93,847 | $3,013,000 | 2.95% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 1,006,445 | $32,317,000 | 2.48% |
| Jaffetilchin Investment Partners, LLC | 503,446 | $16,166,000 | 1.91% |
| RWA WEALTH PARTNERS, LLC | 686,794 | $22,053,000 | 1.49% |
| Brinker Capital Investments, LLC | 1,713,043 | $55,006,000 | 1.04% |
| Capital Analysts, LLC | 447,861 | $14,381,000 | 1.00% |
| TCG Advisory Services, LLC | 84,178 | $2,703,000 | 0.84% |
| Sigma Planning Corp | 436,004 | $14,000,000 | 0.49% |
| Strategic Asset Management, LLC | 7,998 | $257,000 | 0.41% |