J P MORGAN EXCHANGE-TRADED F's ticker is JVAL and the CUSIP is 46641Q753. A total of 48 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $379,550 | +5.1% | 9,287 | +7.0% | 0.01% | +85.7% |
Q1 2024 | $361,216 | +11.1% | 8,679 | +2.6% | 0.01% | -36.4% |
Q4 2023 | $325,218 | +28.3% | 8,460 | +15.6% | 0.01% | +10.0% |
Q3 2023 | $253,563 | +11.2% | 7,320 | +14.6% | 0.01% | +25.0% |
Q2 2023 | $227,993 | +8.6% | 6,390 | +3.6% | 0.01% | 0.0% |
Q1 2023 | $210,012 | -2.8% | 6,166 | -8.4% | 0.01% | -11.1% |
Q2 2022 | $216,000 | -13.3% | 6,733 | 0.0% | 0.01% | +28.6% |
Q1 2022 | $249,000 | -3.9% | 6,733 | 0.0% | 0.01% | +16.7% |
Q4 2021 | $259,000 | +8.4% | 6,733 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $239,000 | -2.0% | 6,733 | 0.0% | 0.01% | -14.3% |
Q2 2021 | $244,000 | +5.6% | 6,733 | 0.0% | 0.01% | +16.7% |
Q1 2021 | $231,000 | – | 6,733 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Planned Solutions, Inc. | 248,705 | $8,615,141 | 5.18% |
Lee Financial Group Hawaii, Inc. | 144,492 | $5,005,216 | 4.59% |
FIRST CITIZENS BANK & TRUST CO | 5,557,053 | $192,496,315 | 3.75% |
First Citizens Asset Management, Inc. | 243,162 | $8,423,132 | 3.58% |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 1,094,973 | $37,929,851 | 2.82% |
Capital Analysts, LLC | 516,606 | $17,895 | 1.00% |
Apeiron RIA LLC | 83,205 | $2,882,221 | 0.98% |
Envestnet Portfolio Solutions, Inc. | 5,757,448 | $199,437,999 | 0.94% |
Gallacher Capital Management LLC | 43,335 | $1,501,118 | 0.94% |
Mainsail Financial Group, LLC | 29,329 | $1,009,106 | 0.92% |