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 Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| Planned Solutions, Inc. | 237,767 | $8,483,527 | 5.01% |
| Lee Financial Group Hawaii, Inc. | 138,301 | $4,934,576 | 4.51% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 1,095,922 | $39,102,482 | 2.76% |
| FIRST CITIZENS BANK & TRUST CO | 2,569,661 | $91,685,504 | 1.68% |
| First Citizens Asset Management, Inc. | 99,483 | $3,549,553 | 1.45% |
| Orion Portfolio Solutions, LLC | 3,023,631 | $107,883,153 | 1.15% |
| Capital Analysts, LLC | 512,012 | $18,269 | 1.02% |
| Mainsail Financial Group, LLC | 27,201 | $970,533 | 0.91% |
| Gallacher Capital Management LLC | 43,400 | $1,548,515 | 0.89% |
| Jaffetilchin Investment Partners, LLC | 226,651 | $8,086,919 | 0.85% |