J P MORGAN EXCHANGE-TRADED F's ticker is JVAL and the CUSIP is 46641Q753. A total of 1 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
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 ↓ |
|---|---|---|---|
| Lee Financial Group Hawaii, Inc. | 144,492 | $5,005,216 | 4.59% |
| FIRST CITIZENS BANK & TRUST CO | 5,557,053 | $192,496,315 | 3.75% |
| First Citizens Asset Management, Inc. | 243,162 | $8,423,132 | 3.58% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 1,094,973 | $37,929,851 | 2.82% |
| Capital Analysts, LLC | 516,606 | $17,895 | 1.00% |
| Apeiron RIA LLC | 83,205 | $2,882,221 | 0.98% |
| Envestnet Portfolio Solutions, Inc. | 5,757,448 | $199,437,999 | 0.94% |
| Gallacher Capital Management LLC | 43,335 | $1,501,118 | 0.94% |
| Mainsail Financial Group, LLC | 29,329 | $1,009,106 | 0.92% |
| Jaffetilchin Investment Partners, LLC | 227,122 | $7,867,513 | 0.87% |