JP MORGAN EXCHANGE TRADED FD's ticker is JPUS and the CUSIP is 46641Q407. A total of 71 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $4,633 | +1.3% | 47,388 | -0.9% | 1.16% | +7.9% |
| Q1 2023 | $4,573 | +1.8% | 47,831 | +1.0% | 1.07% | -21.3% |
| Q4 2022 | $4,491 | -99.9% | 47,378 | +0.2% | 1.36% | +15.0% |
| Q3 2022 | $4,041,000 | -5.8% | 47,265 | +0.8% | 1.18% | +4.5% |
| Q2 2022 | $4,292,000 | -16.7% | 46,906 | -9.2% | 1.13% | -7.1% |
| Q1 2022 | $5,152,000 | -40.2% | 51,679 | -36.4% | 1.22% | -37.1% |
| Q4 2021 | $8,613,000 | +9.5% | 81,223 | -0.7% | 1.94% | -12.5% |
| Q3 2021 | $7,868,000 | +6.9% | 81,834 | +1.5% | 2.21% | -35.5% |
| Q2 2021 | $7,360,000 | 0.0% | 80,606 | 0.0% | 3.43% | +5.2% |
| Q1 2021 | $7,360,000 | +10.6% | 80,606 | +1.4% | 3.26% | +4.0% |
| Q4 2020 | $6,652,000 | – | 79,518 | – | 3.14% | – |
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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% |