JP MORGAN EXCHANGE TRADED FD's ticker is JPUS and the CUSIP is 46641Q407. A total of 71 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,370,189 | +20.3% | 57,174 | +25.2% | 0.00% | – |
| Q2 2023 | $4,465,830 | -3.4% | 45,676 | -5.6% | 0.00% | -100.0% |
| Q1 2023 | $4,624,848 | +113170.8% | 48,365 | +12.3% | 0.00% | 0.0% |
| Q4 2022 | $4,083 | -95.5% | 43,076 | +3963.8% | 0.00% | – |
| Q3 2022 | $91,000 | -5.2% | 1,060 | +1.0% | 0.00% | – |
| Q2 2022 | $96,000 | +3.2% | 1,050 | +18.2% | 0.00% | – |
| Q1 2022 | $93,000 | -4.1% | 888 | -2.8% | 0.00% | – |
| Q4 2021 | $97,000 | -46.4% | 914 | -51.6% | 0.00% | – |
| Q3 2021 | $181,000 | -44.6% | 1,888 | -44.1% | 0.00% | – |
| Q2 2021 | $327,000 | +108.3% | 3,377 | +96.5% | 0.00% | – |
| Q1 2021 | $157,000 | +9.0% | 1,719 | +0.1% | 0.00% | – |
| Q4 2020 | $144,000 | -1.4% | 1,717 | -13.5% | 0.00% | – |
| Q3 2020 | $146,000 | -13.6% | 1,984 | -18.6% | 0.00% | – |
| Q2 2020 | $169,000 | +20.7% | 2,437 | +2.4% | 0.00% | – |
| Q1 2020 | $140,000 | -26.3% | 2,379 | -0.4% | 0.00% | – |
| Q4 2019 | $190,000 | -79.2% | 2,389 | -80.1% | 0.00% | – |
| Q3 2019 | $913,000 | +2.9% | 12,020 | +0.8% | 0.00% | – |
| Q2 2019 | $887,000 | +1.3% | 11,930 | -0.5% | 0.00% | – |
| Q1 2019 | $876,000 | -11.2% | 11,985 | -21.2% | 0.00% | – |
| Q4 2018 | $987,000 | -12.1% | 15,215 | +1.0% | 0.00% | – |
| Q3 2018 | $1,123,000 | +1.4% | 15,067 | -3.3% | 0.00% | – |
| Q2 2018 | $1,107,000 | -3.7% | 15,575 | -5.6% | 0.00% | – |
| Q1 2018 | $1,150,000 | +27.6% | 16,500 | +29.2% | 0.00% | – |
| Q4 2017 | $901,000 | +5.0% | 12,772 | -0.0% | 0.00% | – |
| Q3 2017 | $858,000 | +2.6% | 12,777 | -0.2% | 0.00% | – |
| Q2 2017 | $836,000 | -98.9% | 12,805 | -98.9% | 0.00% | -100.0% |
| Q1 2017 | $72,947,000 | +6.7% | 1,154,877 | -0.0% | 0.02% | +6.2% |
| Q4 2016 | $68,382,000 | +151.4% | 1,154,900 | +148.5% | 0.02% | +128.6% |
| Q3 2016 | $27,200,000 | +2.0% | 464,800 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $26,656,000 | +3.1% | 464,800 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $25,857,000 | +3.6% | 464,800 | 0.0% | 0.01% | +16.7% |
| Q4 2015 | $24,960,000 | – | 464,800 | – | 0.01% | – |
Download | ||||||
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% |