JP MORGAN EXCHANGE TRADED FD's ticker is JPEM and the CUSIP is 46641Q308. A total of 60 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $201,369 | -17.6% | 3,851 | -20.6% | 0.02% | -24.1% |
| Q3 2023 | $244,345 | -0.2% | 4,851 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $244,927 | +0.0% | 4,851 | 0.0% | 0.03% | -3.3% |
| Q1 2023 | $244,878 | +2.4% | 4,851 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $239,106 | +10.7% | 4,851 | 0.0% | 0.03% | 0.0% |
| Q3 2022 | $216,000 | -10.0% | 4,851 | 0.0% | 0.03% | -6.2% |
| Q2 2022 | $240,000 | -11.1% | 4,851 | 0.0% | 0.03% | +3.2% |
| Q1 2022 | $270,000 | -2.2% | 4,851 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $276,000 | – | 4,851 | 0.0% | 0.03% | – |
| Q3 2021 | $0 | – | 4,851 | 0.0% | 0.00% | – |
| Q2 2021 | $0 | -100.0% | 4,851 | -3.8% | 0.00% | -100.0% |
| Q1 2021 | $1,000,000 | -88.9% | 5,044 | -97.0% | 0.13% | -90.1% |
| Q4 2020 | $9,000,000 | +15.5% | 169,869 | +1.9% | 1.32% | +0.3% |
| Q3 2020 | $7,790,000 | +6.1% | 166,691 | +4.4% | 1.32% | -1.9% |
| Q2 2020 | $7,341,000 | +178.0% | 159,692 | +140.0% | 1.34% | +117.5% |
| Q1 2020 | $2,641,000 | -73.3% | 66,534 | -61.6% | 0.62% | -71.5% |
| Q4 2019 | $9,885,000 | +13.7% | 173,428 | +4.6% | 2.16% | +4.5% |
| Q3 2019 | $8,693,000 | -19.4% | 165,748 | -14.5% | 2.07% | -19.5% |
| Q2 2019 | $10,782,000 | +12.3% | 193,850 | +9.5% | 2.57% | +4.9% |
| Q1 2019 | $9,601,000 | – | 177,015 | – | 2.45% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| BlackDiamond Wealth Management, LLC | 26,755 | $1,491,000 | 1.78% |
| American Money Management, LLC | 119,654 | $6,667,000 | 1.77% |
| HERON FINANCIAL GROUP, LLC | 30,372 | $1,692,000 | 0.88% |
| Linscomb & Williams, Inc. | 217,488 | $12,119,000 | 0.58% |
| KCS Wealth Advisory | 18,052 | $1,006,000 | 0.46% |
| Berger Financial Group, Inc | 63,161 | $3,519,000 | 0.45% |
| Wolf Group Capital Advisors | 14,793 | $824,000 | 0.42% |
| Integrity Advisory, LLC | 5,993 | $334,000 | 0.33% |
| TIEMANN INVESTMENT ADVISORS, LLC | 10,501 | $585,000 | 0.27% |
| Slow Capital, Inc. | 22,581 | $1,258,000 | 0.24% |