J P MORGAN EXCHANGE-TRADED F's ticker is JVAL and the CUSIP is 46641Q753. A total of 64 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| FIRST CITIZENS BANK & TRUST CO | 10,546,499 | $359,213,755 | 7.17% |
| First Citizens Asset Management, Inc. | 480,131 | $16,353,262 | 6.80% |
| Planned Solutions, Inc. | 230,248 | $7,842,247 | 4.97% |
| Lee Financial Group Hawaii, Inc. | 137,643 | $4,688,134 | 4.83% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 1,084,793 | $36,948,052 | 2.75% |
| Capital Analysts, LLC | 500,521 | $17,048 | 0.98% |
| Mainsail Financial Group, LLC | 28,121 | $954,724 | 0.93% |
| Gallacher Capital Management LLC | 42,304 | $1,440,880 | 0.86% |
| Jaffetilchin Investment Partners, LLC | 212,932 | $7,252,456 | 0.82% |
| Kathmere Capital Management, LLC | 146,107 | $4,976,404 | 0.82% |