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 | $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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
FIRST CITIZENS BANK & TRUST CO | 10,546,499 | $359,213,755 | 7.17% |
First Citizens Asset Management, Inc. | 480,131 | $16,353,262 | 6.80% |
Planned Solutions, Inc. | 230,248 | $7,842,247 | 4.97% |
Lee Financial Group Hawaii, Inc. | 137,643 | $4,688,134 | 4.83% |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 1,084,793 | $36,948,052 | 2.75% |
Capital Analysts, LLC | 500,521 | $17,048 | 0.98% |
Mainsail Financial Group, LLC | 28,121 | $954,724 | 0.93% |
Gallacher Capital Management LLC | 42,304 | $1,440,880 | 0.86% |
Jaffetilchin Investment Partners, LLC | 212,932 | $7,252,456 | 0.82% |
Kathmere Capital Management, LLC | 146,107 | $4,976,404 | 0.82% |