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 | $3,072,653 | -9.6% | 88,702 | -6.9% | 0.46% | -17.7% |
| Q2 2023 | $3,399,317 | +6.1% | 95,272 | +1.3% | 0.56% | -14.9% |
| Q1 2023 | $3,204,396 | +10.4% | 94,081 | +7.5% | 0.66% | +4.7% |
| Q4 2022 | $2,901,308 | +17.9% | 87,547 | +5.9% | 0.63% | -14.7% |
| Q3 2022 | $2,461,000 | -9.0% | 82,654 | -1.8% | 0.74% | -12.1% |
| Q2 2022 | $2,703,000 | -21.7% | 84,178 | -9.9% | 0.84% | +3.8% |
| Q1 2022 | $3,453,000 | – | 93,387 | – | 0.81% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Planned Solutions, Inc. | 162,528 | $4,840,000 | 4.04% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 1,027,445 | $30,597,000 | 2.55% |
| Integrity Advisory, LLC | 84,355 | $2,512,000 | 2.33% |
| Brinker Capital Investments, LLC | 1,658,508 | $49,390,000 | 1.02% |
| Capital Analysts, LLC | 462,440 | $13,771,000 | 0.95% |
| RWA WEALTH PARTNERS, LLC | 450,102 | $13,404,000 | 0.94% |
| Kathmere Capital Management, LLC | 142,652 | $4,248,000 | 0.85% |
| TCG Advisory Services, LLC | 82,654 | $2,461,000 | 0.74% |
| Jaffetilchin Investment Partners, LLC | 186,469 | $5,553,000 | 0.71% |
| Sigma Planning Corp | 433,354 | $12,905,000 | 0.49% |