JP MORGAN EXCHANGE TRADED FD's ticker is JPUS and the CUSIP is 46641Q407. A total of 70 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q3 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 ↓ |
|---|---|---|---|
| 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% |