JP MORGAN EXCHANGE TRADED FD's ticker is JPUS and the CUSIP is 46641Q407. A total of 73 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,078,091 | -9.4% | 11,478 | -5.7% | 0.66% | -7.3% |
| Q2 2023 | $1,189,497 | +3.1% | 12,166 | +0.8% | 0.72% | -3.1% |
| Q1 2023 | $1,153,472 | +1.6% | 12,064 | +0.7% | 0.74% | -4.9% |
| Q4 2022 | $1,134,991 | +6.7% | 11,975 | -3.8% | 0.78% | -6.6% |
| Q3 2022 | $1,064,000 | -10.4% | 12,448 | -4.0% | 0.83% | -2.8% |
| Q2 2022 | $1,187,000 | -17.4% | 12,966 | -5.8% | 0.86% | -6.2% |
| Q1 2022 | $1,437,000 | -1.0% | 13,759 | +0.6% | 0.91% | +2.1% |
| Q4 2021 | $1,451,000 | +3.6% | 13,682 | +0.8% | 0.89% | -2.5% |
| Q3 2021 | $1,401,000 | – | 13,568 | – | 0.92% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PLANNING ALTERNATIVES LTD /ADV | 525,996 | $55,777,000 | 8.60% |
| Modera Wealth Management, LLC | 1,581,646 | $167,718,000 | 6.40% |
| First Capital Advisors Group, LLC. | 82,690 | $8,768,000 | 4.80% |
| Sterneck Capital Management, LLC | 65,177 | $6,911,000 | 4.09% |
| ST GERMAIN D J CO INC | 650,226 | $68,950,000 | 3.79% |
| LexAurum Advisors, LLC | 109,486 | $11,610,000 | 3.78% |
| BELLEVUE ASSET MANAGEMENT, LLC | 51,754 | $5,488,000 | 3.23% |
| Quantitative Advantage, LLC | 159,792 | $16,944,000 | 2.62% |
| SkyView Investment Advisors, LLC | 81,223 | $8,613,000 | 1.94% |
| HHM Wealth Advisors, LLC | 41,311 | $4,381,000 | 1.06% |