J P MORGAN EXCHANGE-TRADED F's ticker is JVAL and the CUSIP is 46641Q753. A total of 39 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $904,624 | -6.5% | 26,115 | -3.7% | 0.09% | -4.3% |
| Q2 2023 | $967,891 | +4.7% | 27,127 | -0.0% | 0.09% | -4.2% |
| Q1 2023 | $924,354 | +0.0% | 27,139 | -2.7% | 0.10% | -4.0% |
| Q4 2022 | $923,976 | -3.0% | 27,881 | -12.9% | 0.10% | -4.8% |
| Q3 2022 | $953,000 | -6.3% | 32,008 | +1.0% | 0.10% | -0.9% |
| Q2 2022 | $1,017,000 | -16.7% | 31,685 | -4.1% | 0.11% | -2.8% |
| Q1 2022 | $1,221,000 | +12.0% | 33,029 | +16.4% | 0.11% | +13.5% |
| Q4 2021 | $1,090,000 | +4.9% | 28,373 | +1.5% | 0.10% | +3.2% |
| Q3 2021 | $1,039,000 | +11.1% | 27,946 | +2.6% | 0.09% | -17.0% |
| Q1 2021 | $935,000 | +16.9% | 27,226 | +1.6% | 0.11% | +6.7% |
| Q4 2020 | $800,000 | – | 26,788 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Planned Solutions, Inc. | 173,869 | $5,762,019 | 4.22% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 1,032,473 | $34,216,151 | 2.61% |
| Brinker Capital Investments, LLC | 1,580,324 | $52,371,934 | 1.04% |
| Mainsail Financial Group, LLC | 28,645 | $975,877 | 1.00% |
| Capital Analysts, LLC | 463,806 | $15,371 | 0.94% |
| Gallacher Capital Management LLC | 44,133 | $1,462,568 | 0.88% |
| Kathmere Capital Management, LLC | 293,918 | $9,994,667 | 0.86% |
| TCG Advisory Services, LLC | 87,547 | $2,901,308 | 0.63% |
| Jaffetilchin Investment Partners, LLC | 124,549 | $4,127,567 | 0.50% |
| Catalyst Wealth Management, LLC | 15,064 | $499,221 | 0.47% |