JP MORGAN EXCHANGE TRADED FD's ticker is JPUS and the CUSIP is 46641Q407. A total of 98 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $473,000 | -96.9% | 6,815 | -97.2% | 0.16% | -97.6% |
| Q1 2020 | $15,140,000 | -20.0% | 244,159 | +2.4% | 6.64% | -18.9% |
| Q4 2019 | $18,924,000 | +3.7% | 238,464 | -2.4% | 8.20% | -19.2% |
| Q3 2019 | $18,243,000 | +1.6% | 244,217 | +2.8% | 10.15% | -23.1% |
| Q2 2019 | $17,961,000 | +0.1% | 237,638 | -3.1% | 13.19% | -5.6% |
| Q1 2019 | $17,936,000 | +6.1% | 245,198 | -5.9% | 13.97% | -12.3% |
| Q4 2018 | $16,897,000 | – | 260,482 | – | 15.92% | – |
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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% |