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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $203,464 | -18.8% | 2,081 | -20.6% | 0.03% | -25.6% |
| Q1 2023 | $250,641 | -5.6% | 2,621 | -6.5% | 0.04% | -10.4% |
| Q4 2022 | $265,606 | +11.1% | 2,802 | +0.1% | 0.05% | +14.3% |
| Q3 2022 | $239,000 | -6.3% | 2,798 | +0.5% | 0.04% | -8.7% |
| Q2 2022 | $255,000 | -7.6% | 2,784 | +0.1% | 0.05% | -11.5% |
| Q1 2022 | $276,000 | -4.5% | 2,782 | +2.0% | 0.05% | -20.0% |
| Q4 2021 | $289,000 | +10.3% | 2,727 | 0.0% | 0.06% | -7.1% |
| Q3 2021 | $262,000 | -0.8% | 2,727 | 0.0% | 0.07% | -14.6% |
| Q2 2021 | $264,000 | +6.0% | 2,727 | +3.3% | 0.08% | -21.2% |
| Q1 2021 | $249,000 | +9.2% | 2,641 | -3.0% | 0.10% | 0.0% |
| Q4 2020 | $228,000 | -74.8% | 2,723 | -77.7% | 0.10% | -79.0% |
| Q3 2020 | $906,000 | +1.8% | 12,227 | -4.6% | 0.50% | -11.1% |
| Q2 2020 | $890,000 | -1.3% | 12,818 | -20.7% | 0.56% | -8.1% |
| Q1 2020 | $902,000 | +25.8% | 16,157 | +79.5% | 0.61% | +45.6% |
| Q4 2019 | $717,000 | +200.0% | 9,002 | +182.0% | 0.42% | +160.6% |
| Q3 2019 | $239,000 | +0.8% | 3,192 | +1.6% | 0.16% | -1.8% |
| Q2 2019 | $237,000 | +3.0% | 3,143 | -2.8% | 0.16% | -3.0% |
| Q2 2018 | $230,000 | +5.5% | 3,235 | +3.5% | 0.17% | -8.2% |
| Q1 2018 | $218,000 | +0.5% | 3,127 | +1.7% | 0.18% | +10.2% |
| Q4 2017 | $217,000 | +4.8% | 3,076 | 0.0% | 0.17% | -8.3% |
| Q3 2017 | $207,000 | – | 3,076 | – | 0.18% | – |
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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% |