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 2020 | $340,000 | -48.9% | 4,591 | -52.1% | 0.01% | -52.4% |
| Q2 2020 | $665,000 | -44.5% | 9,588 | -53.1% | 0.02% | -53.3% |
| Q1 2020 | $1,199,000 | -64.6% | 20,445 | -52.0% | 0.04% | -59.1% |
| Q4 2019 | $3,391,000 | -58.3% | 42,564 | -60.3% | 0.11% | -63.3% |
| Q3 2019 | $8,138,000 | +15.4% | 107,187 | +13.8% | 0.30% | +9.9% |
| Q2 2019 | $7,050,000 | +11.6% | 94,186 | +9.1% | 0.27% | +4.2% |
| Q1 2019 | $6,316,000 | +53.0% | 86,345 | +35.7% | 0.26% | +37.9% |
| Q4 2018 | $4,128,000 | -10.6% | 63,633 | +2.7% | 0.19% | +21.0% |
| Q3 2018 | $4,618,000 | -1.8% | 61,950 | -6.4% | 0.16% | -8.7% |
| Q2 2018 | $4,701,000 | +11.0% | 66,165 | +8.9% | 0.17% | +10.3% |
| Q1 2018 | $4,235,000 | -42.5% | 60,769 | -41.8% | 0.16% | -30.4% |
| Q4 2017 | $7,368,000 | +210.0% | 104,484 | +195.8% | 0.22% | +124.0% |
| Q3 2017 | $2,377,000 | – | 35,320 | – | 0.10% | – |
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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% |