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 2023 | $5,098,477 | -6.3% | 54,281 | -2.4% | 3.42% | +0.3% |
| Q2 2023 | $5,440,123 | +3.4% | 55,640 | +1.1% | 3.41% | -4.3% |
| Q1 2023 | $5,259,856 | +102092.7% | 55,012 | +0.6% | 3.57% | +89125.0% |
| Q4 2022 | $5,147 | -99.9% | 54,683 | -0.8% | 0.00% | -99.9% |
| Q3 2022 | $4,822,000 | -5.3% | 55,115 | -0.1% | 3.75% | +1.9% |
| Q2 2022 | $5,090,000 | -10.8% | 55,188 | +1.9% | 3.68% | +5.1% |
| Q1 2022 | $5,707,000 | +4.0% | 54,182 | +4.7% | 3.50% | +8.2% |
| Q4 2021 | $5,488,000 | +11.1% | 51,754 | +1.7% | 3.23% | +7.0% |
| Q3 2021 | $4,938,000 | +1.7% | 50,877 | +1.4% | 3.02% | +2.0% |
| Q2 2021 | $4,854,000 | +9.7% | 50,178 | +3.7% | 2.96% | +7.9% |
| Q1 2021 | $4,425,000 | +8.7% | 48,379 | +2.3% | 2.74% | +10.2% |
| Q4 2020 | $4,069,000 | +39.8% | 47,293 | +20.2% | 2.49% | +22.4% |
| Q3 2020 | $2,911,000 | +32.3% | 39,359 | +24.1% | 2.04% | -9.9% |
| Q2 2020 | $2,200,000 | +10.5% | 31,710 | +4.3% | 2.26% | +9.2% |
| Q1 2020 | $1,991,000 | -15.9% | 30,414 | +2.3% | 2.07% | +13.1% |
| Q4 2019 | $2,368,000 | – | 29,732 | – | 1.83% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PLANNING ALTERNATIVES LTD /ADV | 530,300 | $51,303,000 | 8.38% |
| Modera Wealth Management, LLC | 1,529,439 | $147,962,000 | 7.98% |
| ST GERMAIN D J CO INC | 766,860 | $74,188,000 | 4.66% |
| Sterneck Capital Management, LLC | 70,613 | $6,924,000 | 4.28% |
| SkyView Investment Advisors, LLC | 80,606 | $7,360,000 | 3.43% |
| BELLEVUE ASSET MANAGEMENT, LLC | 50,178 | $4,854,000 | 2.96% |
| LexAurum Advisors, LLC | 92,626 | $8,961,000 | 2.65% |
| Quantitative Advantage, LLC | 100,451 | $9,718,000 | 1.68% |
| Tredje AP-fonden | 495,908 | $77,134,000 | 1.57% |
| HHM Wealth Advisors, LLC | 43,827 | $4,240,000 | 1.15% |