JP MORGAN EXCHANGE TRADED FD's ticker is JPUS and the CUSIP is 46641Q407. A total of 84 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q3 2019. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $216,689 | -2.9% | 2,307 | +1.1% | 0.00% | – |
| Q2 2023 | $223,116 | -49.2% | 2,282 | -50.3% | 0.00% | – |
| Q1 2023 | $439,054 | +153.8% | 4,592 | +151.6% | 0.00% | – |
| Q4 2022 | $172,974 | +13.1% | 1,825 | +2.1% | 0.00% | – |
| Q3 2022 | $153,000 | -1.3% | 1,787 | +5.4% | 0.00% | – |
| Q2 2022 | $155,000 | -12.9% | 1,696 | -0.6% | 0.00% | – |
| Q1 2022 | $178,000 | 0.0% | 1,706 | +1.7% | 0.00% | – |
| Q4 2021 | $178,000 | -26.7% | 1,677 | -33.7% | 0.00% | – |
| Q3 2021 | $243,000 | +47.3% | 2,531 | +48.3% | 0.00% | – |
| Q2 2021 | $165,000 | -0.6% | 1,707 | -6.0% | 0.00% | – |
| Q1 2021 | $166,000 | +16500.0% | 1,815 | +12864.3% | 0.00% | – |
| Q4 2020 | $1,000 | – | 14 | +1300.0% | 0.00% | – |
| Q1 2020 | $0 | -100.0% | 1 | -98.9% | 0.00% | – |
| Q4 2019 | $8,000 | +33.3% | 95 | +8.0% | 0.00% | – |
| Q3 2019 | $6,000 | – | 88 | +8700.0% | 0.00% | – |
| Q1 2019 | $0 | – | 1 | -80.0% | 0.00% | – |
| Q4 2018 | $0 | – | 5 | – | 0.00% | – |
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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% |