J P MORGAN EXCHANGE-TRADED F's ticker is JVAL and the CUSIP is 46641Q753. A total of 75 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2022. 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% | – |
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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% |