JP MORGAN EXCHANGE TRADED FD's ticker is JPUS and the CUSIP is 46641Q407. A total of 75 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $262,713 | -3.9% | 2,797 | 0.0% | 0.04% | -7.1% |
| Q2 2023 | $273,469 | +2.3% | 2,797 | 0.0% | 0.04% | -4.5% |
| Q1 2023 | $267,429 | -50.4% | 2,797 | -50.0% | 0.04% | -4.3% |
| Q4 2022 | $538,969 | +125.5% | 5,594 | +100.0% | 0.05% | -4.2% |
| Q3 2022 | $239,000 | -6.6% | 2,797 | 0.0% | 0.05% | +2.1% |
| Q2 2022 | $256,000 | -12.3% | 2,797 | 0.0% | 0.05% | -6.0% |
| Q1 2022 | $292,000 | -1.7% | 2,797 | 0.0% | 0.05% | -3.8% |
| Q4 2021 | $297,000 | +10.4% | 2,797 | 0.0% | 0.05% | +6.1% |
| Q3 2021 | $269,000 | -0.7% | 2,797 | 0.0% | 0.05% | -5.8% |
| Q2 2021 | $271,000 | +6.3% | 2,797 | 0.0% | 0.05% | +4.0% |
| Q1 2021 | $255,000 | +9.0% | 2,797 | 0.0% | 0.05% | 0.0% |
| Q4 2020 | $234,000 | -9.3% | 2,797 | -19.7% | 0.05% | -21.9% |
| Q3 2020 | $258,000 | +6.6% | 3,485 | 0.0% | 0.06% | -9.9% |
| Q2 2020 | $242,000 | +18.6% | 3,485 | 0.0% | 0.07% | -4.1% |
| Q1 2020 | $204,000 | – | 3,485 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PLANNING ALTERNATIVES LTD /ADV | 525,996 | $55,777,000 | 8.60% |
| Modera Wealth Management, LLC | 1,581,646 | $167,718,000 | 6.40% |
| First Capital Advisors Group, LLC. | 82,690 | $8,768,000 | 4.80% |
| Sterneck Capital Management, LLC | 65,177 | $6,911,000 | 4.09% |
| ST GERMAIN D J CO INC | 650,226 | $68,950,000 | 3.79% |
| LexAurum Advisors, LLC | 109,486 | $11,610,000 | 3.78% |
| BELLEVUE ASSET MANAGEMENT, LLC | 51,754 | $5,488,000 | 3.23% |
| Quantitative Advantage, LLC | 159,792 | $16,944,000 | 2.62% |
| SkyView Investment Advisors, LLC | 81,223 | $8,613,000 | 1.94% |
| HHM Wealth Advisors, LLC | 41,311 | $4,381,000 | 1.06% |