JP MORGAN EXCHANGE TRADED FD's ticker is JPUS and the CUSIP is 46641Q407. A total of 70 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
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 ↓ |
|---|---|---|---|
| PLANNING ALTERNATIVES LTD /ADV | 513,648 | $48,245,249 | 9.35% |
| Sterneck Capital Management, LLC | 74,271 | $6,976,052 | 4.66% |
| BELLEVUE ASSET MANAGEMENT, LLC | 54,281 | $5,098,477 | 3.42% |
| ST GERMAIN D J CO INC | 573,732 | $53,888,754 | 3.03% |
| Etesian Wealth Advisors, Inc. | 20,616 | $1,936,370 | 1.30% |
| RHS Financial, LLC | 13,986 | $1,313,689 | 0.92% |
| Empire Financial Management Company, LLC | 22,020 | $2,068,265 | 0.90% |
| Avant Capital LLC | 6,409 | $601,982 | 0.69% |
| Independent Wealth Network Inc. | 11,478 | $1,078,091 | 0.66% |
| Modera Wealth Management, LLC | 352,773 | $33,134,788 | 0.62% |