J P MORGAN EXCHANGE-TRADED F's ticker is JVAL and the CUSIP is 46641Q753. A total of 64 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Planned Solutions, Inc. | 162,528 | $4,840,000 | 4.04% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 1,027,445 | $30,597,000 | 2.55% |
| Integrity Advisory, LLC | 84,355 | $2,512,000 | 2.33% |
| Brinker Capital Investments, LLC | 1,658,508 | $49,390,000 | 1.02% |
| Capital Analysts, LLC | 462,440 | $13,771,000 | 0.95% |
| RWA WEALTH PARTNERS, LLC | 450,102 | $13,404,000 | 0.94% |
| Kathmere Capital Management, LLC | 142,652 | $4,248,000 | 0.85% |
| TCG Advisory Services, LLC | 82,654 | $2,461,000 | 0.74% |
| Jaffetilchin Investment Partners, LLC | 186,469 | $5,553,000 | 0.71% |
| Sigma Planning Corp | 433,354 | $12,905,000 | 0.49% |