JP MORGAN EXCHANGE TRADED FD's ticker is JPUS and the CUSIP is 46641Q407. A total of 72 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $13,000 | -7.1% | 150 | 0.0% | 0.01% | -11.1% |
| Q2 2022 | $14,000 | -12.5% | 150 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $16,000 | 0.0% | 150 | 0.0% | 0.01% | +12.5% |
| Q4 2021 | $16,000 | +14.3% | 150 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $14,000 | -6.7% | 150 | 0.0% | 0.01% | -11.1% |
| Q2 2021 | $15,000 | +7.1% | 150 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $14,000 | +7.7% | 150 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $13,000 | +18.2% | 150 | 0.0% | 0.01% | +12.5% |
| Q3 2020 | $11,000 | +10.0% | 150 | 0.0% | 0.01% | +14.3% |
| Q2 2020 | $10,000 | +11.1% | 150 | 0.0% | 0.01% | +16.7% |
| Q1 2020 | $9,000 | -25.0% | 150 | 0.0% | 0.01% | -25.0% |
| Q4 2019 | $12,000 | – | 150 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Modera Wealth Management, LLC | 1,621,332 | $135,624,000 | 10.76% |
| PLANNING ALTERNATIVES LTD /ADV | 488,864 | $40,893,000 | 7.25% |
| SVA Wealth Management, LLC | 747,959 | $62,567,000 | 5.45% |
| ST GERMAIN D J CO INC | 810,577 | $67,805,000 | 4.84% |
| Sterneck Capital Management, LLC | 72,734 | $6,084,000 | 4.56% |
| SkyView Investment Advisors, LLC | 79,518 | $6,652,000 | 3.14% |
| LexAurum Advisors, LLC | 86,092 | $7,202,000 | 2.58% |
| BELLEVUE ASSET MANAGEMENT, LLC | 47,293 | $4,069,000 | 2.49% |
| Quantitative Advantage, LLC | 81,875 | $6,849,000 | 1.45% |
| CreativeOne Wealth, LLC | 201,403 | $16,847,000 | 1.40% |