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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,236,445 | +2.8% | 64,562 | +5.9% | 0.00% | – |
| Q2 2023 | $2,176,095 | +47.3% | 60,989 | +40.6% | 0.00% | – |
| Q1 2023 | $1,477,297 | +157059.3% | 43,374 | +53.0% | 0.00% | – |
| Q4 2022 | $940 | -100.0% | 28,357 | -97.9% | 0.00% | -100.0% |
| Q2 2022 | $43,136,000 | -72.5% | 1,343,396 | -69.6% | 0.01% | -68.4% |
| Q3 2021 | $157,035,000 | -79.9% | 4,421,026 | -79.5% | 0.02% | -79.6% |
| Q2 2021 | $781,722,000 | +72.3% | 21,588,579 | +63.4% | 0.09% | +52.5% |
| Q1 2021 | $453,666,000 | +2537.4% | 13,211,010 | +1820.2% | 0.06% | +1933.3% |
| Q3 2020 | $17,201,000 | -1.0% | 688,000 | -4.8% | 0.00% | 0.0% |
| Q2 2020 | $17,379,000 | +13.9% | 723,000 | -4.0% | 0.00% | -25.0% |
| Q1 2020 | $15,252,000 | -39.7% | 753,000 | -13.7% | 0.00% | -20.0% |
| Q4 2019 | $25,308,000 | -5.4% | 873,000 | -12.8% | 0.01% | 0.0% |
| Q3 2019 | $26,763,000 | +1.5% | 1,001,001 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $26,360,000 | +1.5% | 1,001,001 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $25,968,000 | +12.1% | 1,001,001 | +0.3% | 0.01% | 0.0% |
| Q4 2018 | $23,164,000 | -13.6% | 998,000 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $26,810,000 | +5.3% | 998,000 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $25,472,000 | -1.9% | 998,000 | 0.0% | 0.01% | -16.7% |
| Q1 2018 | $25,958,000 | -0.3% | 998,000 | 0.0% | 0.01% | +20.0% |
| Q4 2017 | $26,048,000 | – | 998,000 | – | 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% |