J P MORGAN EXCHANGE-TRADED F's ticker is JVAL and the CUSIP is 46641Q753. A total of 39 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2021. 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lee Financial Group Hawaii, Inc. | 144,492 | $5,005,216 | 4.59% |
| FIRST CITIZENS BANK & TRUST CO | 5,557,053 | $192,496,315 | 3.75% |
| First Citizens Asset Management, Inc. | 243,162 | $8,423,132 | 3.58% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 1,094,973 | $37,929,851 | 2.82% |
| Capital Analysts, LLC | 516,606 | $17,895 | 1.00% |
| Apeiron RIA LLC | 83,205 | $2,882,221 | 0.98% |
| Envestnet Portfolio Solutions, Inc. | 5,757,448 | $199,437,999 | 0.94% |
| Gallacher Capital Management LLC | 43,335 | $1,501,118 | 0.94% |
| Mainsail Financial Group, LLC | 29,329 | $1,009,106 | 0.92% |
| Jaffetilchin Investment Partners, LLC | 227,122 | $7,867,513 | 0.87% |