J P MORGAN EXCHANGE-TRADED F's ticker is JVAL and the CUSIP is 46641Q753. A total of 56 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $69,107 | +21.4% | 1,995 | +25.1% | 0.00% | +33.3% |
| Q2 2023 | $56,910 | -27.2% | 1,595 | -30.5% | 0.00% | -40.0% |
| Q1 2023 | $78,168 | +25.9% | 2,295 | +22.5% | 0.01% | +25.0% |
| Q4 2022 | $62,071 | +19.4% | 1,873 | +5.4% | 0.00% | 0.0% |
| Q3 2022 | $52,000 | -10.3% | 1,777 | -2.5% | 0.00% | +33.3% |
| Q2 2022 | $58,000 | +141.7% | 1,823 | +170.9% | 0.00% | +200.0% |
| Q1 2022 | $24,000 | +71.4% | 673 | +74.4% | 0.00% | 0.0% |
| Q4 2021 | $14,000 | +7.7% | 386 | 0.0% | 0.00% | – |
| Q3 2021 | $13,000 | – | 386 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Planned Solutions, Inc. | 237,767 | $8,483,527 | 5.01% |
| Lee Financial Group Hawaii, Inc. | 138,301 | $4,934,576 | 4.51% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 1,095,922 | $39,102,482 | 2.76% |
| FIRST CITIZENS BANK & TRUST CO | 2,569,661 | $91,685,504 | 1.68% |
| First Citizens Asset Management, Inc. | 99,483 | $3,549,553 | 1.45% |
| Orion Portfolio Solutions, LLC | 3,023,631 | $107,883,153 | 1.15% |
| Capital Analysts, LLC | 512,012 | $18,269 | 1.02% |
| Mainsail Financial Group, LLC | 27,201 | $970,533 | 0.91% |
| Gallacher Capital Management LLC | 43,400 | $1,548,515 | 0.89% |
| Jaffetilchin Investment Partners, LLC | 226,651 | $8,086,919 | 0.85% |