J P MORGAN EXCHANGE-TRADED F's ticker is JVAL and the CUSIP is 46641Q753. A total of 24 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $234,000 | -7.9% | 7,865 | -0.6% | 0.01% | 0.0% |
| Q2 2022 | $254,000 | -40.0% | 7,912 | -30.9% | 0.01% | -33.3% |
| Q1 2022 | $423,000 | -7.2% | 11,449 | -3.6% | 0.01% | 0.0% |
| Q4 2021 | $456,000 | -6.9% | 11,873 | -13.9% | 0.01% | -18.2% |
| Q3 2021 | $490,000 | -9.3% | 13,783 | -7.6% | 0.01% | -8.3% |
| Q2 2021 | $540,000 | -22.5% | 14,923 | -26.5% | 0.01% | -29.4% |
| Q1 2021 | $697,000 | -19.0% | 20,293 | -29.7% | 0.02% | -26.1% |
| Q4 2020 | $861,000 | -71.5% | 28,847 | -75.9% | 0.02% | -74.4% |
| Q3 2020 | $3,023,000 | +4.3% | 119,830 | -0.7% | 0.09% | -3.2% |
| Q2 2020 | $2,899,000 | +21.0% | 120,625 | +2.0% | 0.09% | +3.3% |
| Q1 2020 | $2,396,000 | -24.5% | 118,306 | +8.1% | 0.09% | -12.6% |
| Q4 2019 | $3,174,000 | – | 109,475 | – | 0.10% | – |
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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% |