J P MORGAN EXCHANGE-TRADED F's ticker is JVAL and the CUSIP is 46641Q753. A total of 64 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,025,549 | -3.0% | 116,211 | -0.1% | 0.60% | -7.6% |
Q2 2023 | $4,151,725 | -16.6% | 116,360 | -20.4% | 0.64% | -21.0% |
Q1 2023 | $4,976,404 | -50.2% | 146,107 | -50.3% | 0.82% | -4.6% |
Q4 2022 | $9,994,667 | +135.3% | 293,918 | +106.0% | 0.86% | +0.9% |
Q3 2022 | $4,248,000 | +798.1% | 142,652 | +868.6% | 0.85% | +873.6% |
Q2 2022 | $473,000 | +35.5% | 14,727 | +56.0% | 0.09% | +47.5% |
Q1 2022 | $349,000 | -3.9% | 9,439 | 0.0% | 0.06% | -6.3% |
Q4 2021 | $363,000 | +8.4% | 9,439 | 0.0% | 0.06% | +3.3% |
Q3 2021 | $335,000 | -2.0% | 9,439 | 0.0% | 0.06% | -7.6% |
Q2 2021 | $342,000 | +5.6% | 9,439 | 0.0% | 0.07% | +3.1% |
Q1 2021 | $324,000 | +14.9% | 9,439 | 0.0% | 0.06% | +4.9% |
Q4 2020 | $282,000 | -8.4% | 9,439 | -22.6% | 0.06% | -20.8% |
Q3 2020 | $308,000 | +5.1% | 12,196 | 0.0% | 0.08% | -10.5% |
Q2 2020 | $293,000 | +18.6% | 12,196 | 0.0% | 0.09% | -4.4% |
Q1 2020 | $247,000 | – | 12,196 | – | 0.09% | – |
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% |