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 | $31,090 | -63.5% | 331 | -62.0% | 0.00% | – |
| Q2 2023 | $85,160 | +2.3% | 871 | 0.0% | 0.00% | – |
| Q1 2023 | $83,279 | +0.9% | 871 | 0.0% | 0.00% | – |
| Q4 2022 | $82,553 | +244.0% | 871 | +148.9% | 0.00% | – |
| Q2 2020 | $24,000 | -69.6% | 350 | -74.1% | 0.00% | – |
| Q1 2020 | $79,000 | +16.2% | 1,350 | +58.8% | 0.00% | – |
| Q4 2019 | $68,000 | +4.6% | 850 | 0.0% | 0.00% | – |
| Q3 2019 | $65,000 | +1.6% | 850 | 0.0% | 0.00% | – |
| Q2 2019 | $64,000 | +3.2% | 850 | 0.0% | 0.00% | – |
| Q1 2019 | $62,000 | +12.7% | 850 | 0.0% | 0.00% | – |
| Q4 2018 | $55,000 | – | 850 | – | 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% |