J P MORGAN EXCHANGE-TRADED F's ticker is JVAL and the CUSIP is 46641Q753. A total of 24 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $16,559,000 | -7.4% | 447,891 | -3.8% | 3.57% | -27.6% |
| Q4 2021 | $17,884,000 | -10.9% | 465,476 | -17.6% | 4.94% | -7.5% |
| Q3 2021 | $20,076,000 | -1.1% | 565,191 | +0.8% | 5.34% | -0.1% |
| Q2 2021 | $20,303,000 | +29.0% | 560,712 | +22.4% | 5.34% | +21.7% |
| Q1 2021 | $15,737,000 | +47.4% | 458,262 | +28.1% | 4.39% | +91.9% |
| Q4 2020 | $10,679,000 | – | 357,757 | – | 2.29% | – |
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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% |