J P MORGAN EXCHANGE-TRADED F's ticker is JVAL and the CUSIP is 46641Q753. A total of 7 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,919,980 | -9.2% | 401,847 | -6.5% | 0.00% | 0.0% |
| Q2 2023 | $15,333,337 | +19.1% | 429,746 | +13.7% | 0.00% | +100.0% |
| Q1 2023 | $12,876,690 | +95.0% | 378,059 | +89.8% | 0.00% | 0.0% |
| Q4 2022 | $6,602,415 | +59.1% | 199,228 | +42.9% | 0.00% | – |
| Q3 2022 | $4,151,000 | -23.2% | 139,397 | -17.2% | 0.00% | -100.0% |
| Q2 2022 | $5,405,000 | -15.4% | 168,347 | -2.6% | 0.00% | 0.0% |
| Q1 2022 | $6,391,000 | +1.1% | 172,859 | +5.1% | 0.00% | 0.0% |
| Q4 2021 | $6,320,000 | +18.6% | 164,517 | +9.6% | 0.00% | 0.0% |
| Q3 2021 | $5,331,000 | +7.9% | 150,082 | +10.0% | 0.00% | 0.0% |
| Q2 2021 | $4,939,000 | +17.7% | 136,408 | +11.7% | 0.00% | – |
| Q1 2021 | $4,195,000 | +28.1% | 122,170 | +11.4% | 0.00% | – |
| Q4 2020 | $3,275,000 | -6.8% | 109,700 | -21.2% | 0.00% | – |
| Q3 2020 | $3,513,000 | +7.3% | 139,254 | +2.3% | 0.00% | – |
| Q2 2020 | $3,273,000 | +38.0% | 136,175 | +16.3% | 0.00% | – |
| Q1 2020 | $2,372,000 | +24.8% | 117,079 | +78.5% | 0.00% | – |
| Q4 2019 | $1,901,000 | +6689.3% | 65,588 | +6182.4% | 0.00% | – |
| Q3 2019 | $28,000 | +40.0% | 1,044 | +42.0% | 0.00% | – |
| Q2 2019 | $20,000 | +300.0% | 735 | +295.2% | 0.00% | – |
| Q1 2019 | $5,000 | -98.3% | 186 | -98.3% | 0.00% | – |
| Q3 2018 | $299,000 | – | 11,117 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AVALON CAPITAL MANAGEMENT | 317,790 | $10,204,000 | 4.18% |
| Integrity Advisory, LLC | 93,847 | $3,013,000 | 2.95% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 1,006,445 | $32,317,000 | 2.48% |
| Jaffetilchin Investment Partners, LLC | 503,446 | $16,166,000 | 1.91% |
| RWA WEALTH PARTNERS, LLC | 686,794 | $22,053,000 | 1.49% |
| Brinker Capital Investments, LLC | 1,713,043 | $55,006,000 | 1.04% |
| Capital Analysts, LLC | 447,861 | $14,381,000 | 1.00% |
| TCG Advisory Services, LLC | 84,178 | $2,703,000 | 0.84% |
| Sigma Planning Corp | 436,004 | $14,000,000 | 0.49% |
| Strategic Asset Management, LLC | 7,998 | $257,000 | 0.41% |