JP MORGAN EXCHANGE TRADED FD's ticker is JPUS and the CUSIP is 46641Q407. A total of 72 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,788,393 | -18.6% | 16,380 | -16.5% | 1.00% | -20.3% |
| Q1 2024 | $2,197,582 | +2.5% | 19,621 | -5.7% | 1.26% | -2.1% |
| Q4 2023 | $2,143,858 | +10.7% | 20,809 | +0.9% | 1.29% | -1.2% |
| Q3 2023 | $1,936,370 | -0.2% | 20,616 | +3.9% | 1.30% | +2.9% |
| Q2 2023 | $1,939,501 | +0.3% | 19,837 | -1.9% | 1.27% | -1.6% |
| Q1 2023 | $1,932,989 | +2.0% | 20,217 | +1.1% | 1.29% | -6.8% |
| Q4 2022 | $1,895,881 | – | 20,003 | – | 1.38% | – |
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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% |