JP MORGAN EXCHANGE TRADED FD's ticker is JPUS and the CUSIP is 46641Q407. A total of 1 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.8%.
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 ↓ |
|---|---|---|---|
| Foster Victor Wealth Advisors, LLC | 260,482 | $16,897,000 | 15.92% |
| TOTAL INVESTMENT MANAGEMENT INC | 677,618 | $47,969,000 | 15.20% |
| CreativeOne Wealth, LLC | 367,540 | $23,843,000 | 8.02% |
| HHM Wealth Advisors, LLC | 126,403 | $8,200,000 | 6.01% |
| Sterneck Capital Management, LLC | 74,865 | $4,856,000 | 4.72% |
| SVA Wealth Management, LLC | 633,084 | $41,068,000 | 4.62% |
| First Capital Advisors Group, LLC. | 91,914 | $5,962,000 | 4.47% |
| PACIFIC FINANCIAL GROUP INC | 426,350 | $27,657,000 | 4.39% |
| NOTTINGHAM ADVISORS, INC. | 380,604 | $28,711,000 | 4.35% |
| STRATEGIC CAPITAL ADVISERS, INC. | 53,895 | $3,496,000 | 3.75% |