JP MORGAN EXCHANGE TRADED FD's ticker is JPUS and the CUSIP is 46641Q407. A total of 74 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
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 | 1,621,332 | $135,624,000 | 10.76% |
| PLANNING ALTERNATIVES LTD /ADV | 488,864 | $40,893,000 | 7.25% |
| SVA Wealth Management, LLC | 747,959 | $62,567,000 | 5.45% |
| ST GERMAIN D J CO INC | 810,577 | $67,805,000 | 4.84% |
| Sterneck Capital Management, LLC | 72,734 | $6,084,000 | 4.56% |
| SkyView Investment Advisors, LLC | 79,518 | $6,652,000 | 3.14% |
| LexAurum Advisors, LLC | 86,092 | $7,202,000 | 2.58% |
| BELLEVUE ASSET MANAGEMENT, LLC | 47,293 | $4,069,000 | 2.49% |
| Quantitative Advantage, LLC | 81,875 | $6,849,000 | 1.45% |
| CreativeOne Wealth, LLC | 201,403 | $16,847,000 | 1.40% |