JP MORGAN EXCHANGE TRADED FD's ticker is JPUS and the CUSIP is 46641Q407. A total of 75 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,766,893 | -8.2% | 29,458 | -4.5% | 0.54% | -4.4% |
| Q2 2023 | $3,014,904 | -7.1% | 30,836 | -9.1% | 0.56% | -14.7% |
| Q1 2023 | $3,243,661 | +0.0% | 33,925 | -0.8% | 0.66% | -10.7% |
| Q4 2022 | $3,242,424 | +7.3% | 34,210 | -3.2% | 0.74% | -6.8% |
| Q3 2022 | $3,022,000 | -19.3% | 35,341 | -13.6% | 0.80% | -17.1% |
| Q2 2022 | $3,743,000 | -12.4% | 40,904 | 0.0% | 0.96% | -4.0% |
| Q1 2022 | $4,273,000 | -2.5% | 40,904 | -1.0% | 1.00% | -5.5% |
| Q4 2021 | $4,381,000 | +9.3% | 41,311 | -0.9% | 1.06% | -3.0% |
| Q3 2021 | $4,008,000 | -5.5% | 41,687 | -4.9% | 1.09% | -5.5% |
| Q2 2021 | $4,240,000 | +5.7% | 43,827 | -0.3% | 1.15% | -7.1% |
| Q1 2021 | $4,013,000 | +5.4% | 43,951 | -3.4% | 1.24% | -5.1% |
| Q4 2020 | $3,807,000 | +8.9% | 45,512 | -3.7% | 1.31% | -6.4% |
| Q3 2020 | $3,495,000 | -29.6% | 47,263 | -34.0% | 1.40% | -32.7% |
| Q2 2020 | $4,966,000 | -50.7% | 71,573 | -58.3% | 2.08% | -57.8% |
| Q1 2020 | $10,072,000 | -18.3% | 171,752 | +11.0% | 4.92% | -17.0% |
| Q4 2019 | $12,330,000 | +16.5% | 154,782 | +11.0% | 5.93% | -1.6% |
| Q3 2019 | $10,587,000 | +1.6% | 139,452 | +0.1% | 6.02% | -2.0% |
| Q2 2019 | $10,424,000 | +6.1% | 139,270 | +3.7% | 6.14% | -2.2% |
| Q1 2019 | $9,824,000 | +19.8% | 134,301 | +6.2% | 6.28% | +4.6% |
| Q4 2018 | $8,200,000 | – | 126,403 | – | 6.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PLANNING ALTERNATIVES LTD /ADV | 525,996 | $55,777,000 | 8.60% |
| Modera Wealth Management, LLC | 1,581,646 | $167,718,000 | 6.40% |
| First Capital Advisors Group, LLC. | 82,690 | $8,768,000 | 4.80% |
| Sterneck Capital Management, LLC | 65,177 | $6,911,000 | 4.09% |
| ST GERMAIN D J CO INC | 650,226 | $68,950,000 | 3.79% |
| LexAurum Advisors, LLC | 109,486 | $11,610,000 | 3.78% |
| BELLEVUE ASSET MANAGEMENT, LLC | 51,754 | $5,488,000 | 3.23% |
| Quantitative Advantage, LLC | 159,792 | $16,944,000 | 2.62% |
| SkyView Investment Advisors, LLC | 81,223 | $8,613,000 | 1.94% |
| HHM Wealth Advisors, LLC | 41,311 | $4,381,000 | 1.06% |