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 | $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 ↓ |
|---|---|---|---|
| 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% |