JP MORGAN EXCHANGE TRADED FD's ticker is JPUS and the CUSIP is 46641Q407. A total of 76 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $212,000 | -28.1% | 2,321 | -17.8% | 0.08% | -31.2% |
| Q1 2022 | $295,000 | -1.3% | 2,824 | +0.3% | 0.11% | -0.9% |
| Q4 2021 | $299,000 | +13.3% | 2,815 | +2.5% | 0.11% | +105.5% |
| Q3 2021 | $264,000 | +9.5% | 2,747 | +10.5% | 0.06% | +12.2% |
| Q2 2021 | $241,000 | -2.0% | 2,486 | -7.7% | 0.05% | -12.5% |
| Q1 2021 | $246,000 | +9.3% | 2,694 | +0.3% | 0.06% | +21.7% |
| Q4 2020 | $225,000 | – | 2,686 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Modera Wealth Management, LLC | 1,598,379 | $118,200,000 | 17.53% |
| PLANNING ALTERNATIVES LTD /ADV | 473,164 | $34,990,000 | 6.57% |
| SVA Wealth Management, LLC | 721,831 | $53,379,000 | 5.29% |
| ST GERMAIN D J CO INC | 788,187 | $58,286,000 | 4.73% |
| Sterneck Capital Management, LLC | 72,702 | $5,376,000 | 4.54% |
| CreativeOne Wealth, LLC | 254,949 | $18,853,000 | 2.62% |
| LexAurum Advisors, LLC | 85,274 | $6,306,000 | 2.59% |
| BELLEVUE ASSET MANAGEMENT, LLC | 39,359 | $2,911,000 | 2.04% |
| Quantitative Advantage, LLC | 86,187 | $6,374,000 | 1.56% |
| HHM Wealth Advisors, LLC | 47,263 | $3,495,000 | 1.40% |