JP MORGAN EXCHANGE TRADED FD's ticker is JPUS and the CUSIP is 46641Q407. A total of 75 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Modera Wealth Management, LLC | 1,598,379 | $118,200,000 | 17.53% |
PLANNING ALTERNATIVES LTD /ADV | 473,164 | $34,990,000 | 6.57% |
SVA Wealth Management, LLC | 721,831 | $53,379,000 | 5.29% |
ST GERMAIN D J CO INC | 788,187 | $58,286,000 | 4.73% |
Sterneck Capital Management, LLC | 72,702 | $5,376,000 | 4.54% |
CreativeOne Wealth, LLC | 254,949 | $18,853,000 | 2.62% |
LexAurum Advisors, LLC | 85,274 | $6,306,000 | 2.59% |
BELLEVUE ASSET MANAGEMENT, LLC | 39,359 | $2,911,000 | 2.04% |
Quantitative Advantage, LLC | 86,187 | $6,374,000 | 1.56% |
HHM Wealth Advisors, LLC | 47,263 | $3,495,000 | 1.40% |