J P MORGAN EXCHANGE-TRADED F's ticker is JVAL and the CUSIP is 46641Q753. A total of 79 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2022. 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AVALON CAPITAL MANAGEMENT | 317,790 | $10,204,000 | 4.18% |
| Integrity Advisory, LLC | 93,847 | $3,013,000 | 2.95% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 1,006,445 | $32,317,000 | 2.48% |
| Jaffetilchin Investment Partners, LLC | 503,446 | $16,166,000 | 1.91% |
| RWA WEALTH PARTNERS, LLC | 686,794 | $22,053,000 | 1.49% |
| Brinker Capital Investments, LLC | 1,713,043 | $55,006,000 | 1.04% |
| Capital Analysts, LLC | 447,861 | $14,381,000 | 1.00% |
| TCG Advisory Services, LLC | 84,178 | $2,703,000 | 0.84% |
| Sigma Planning Corp | 436,004 | $14,000,000 | 0.49% |
| Strategic Asset Management, LLC | 7,998 | $257,000 | 0.41% |