J P MORGAN EXCHANGE-TRADED F's ticker is JVAL and the CUSIP is 46641Q753. A total of 39 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,271 | -4.1% | 152,168 | -1.3% | 0.01% | 0.0% |
| Q2 2023 | $5,499 | -16.0% | 154,105 | -19.8% | 0.01% | -21.4% |
| Q1 2023 | $6,548 | -1.0% | 192,262 | -3.7% | 0.01% | -12.5% |
| Q4 2022 | $6,617 | -99.9% | 199,696 | +7.7% | 0.02% | +14.3% |
| Q3 2022 | $5,521,000 | -2.9% | 185,400 | +4.7% | 0.01% | -6.7% |
| Q2 2022 | $5,684,000 | -15.8% | 177,036 | -3.1% | 0.02% | 0.0% |
| Q1 2022 | $6,751,000 | +8.3% | 182,629 | +12.6% | 0.02% | +7.1% |
| Q4 2021 | $6,231,000 | +67.1% | 162,194 | +54.5% | 0.01% | +55.6% |
| Q3 2021 | $3,728,000 | +6.3% | 104,979 | +8.3% | 0.01% | 0.0% |
| Q2 2021 | $3,508,000 | +35.5% | 96,892 | +28.5% | 0.01% | +28.6% |
| Q1 2021 | $2,588,000 | +133.4% | 75,376 | +102.9% | 0.01% | +133.3% |
| Q4 2020 | $1,109,000 | +22.9% | 37,156 | +3.8% | 0.00% | 0.0% |
| Q3 2020 | $902,000 | – | 35,798 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| 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% |
| Jaffetilchin Investment Partners, LLC | 227,122 | $7,867,513 | 0.87% |