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 | $1,084,475 | -7.6% | 11,546 | -3.9% | 0.00% | – |
| Q2 2023 | $1,174,127 | +1.6% | 12,009 | -0.6% | 0.00% | – |
| Q1 2023 | $1,155,250 | -5.6% | 12,082 | -6.4% | 0.00% | – |
| Q4 2022 | $1,223,989 | -55.1% | 12,914 | -59.5% | 0.00% | -100.0% |
| Q3 2022 | $2,729,000 | -26.4% | 31,918 | -21.2% | 0.00% | 0.0% |
| Q2 2022 | $3,706,000 | +95.9% | 40,498 | +123.6% | 0.00% | – |
| Q1 2022 | $1,892,000 | +0.9% | 18,112 | +2.5% | 0.00% | – |
| Q4 2021 | $1,875,000 | +1150.0% | 17,674 | +1036.6% | 0.00% | – |
| Q3 2021 | $150,000 | +85.2% | 1,555 | +86.2% | 0.00% | – |
| Q2 2021 | $81,000 | +6.6% | 835 | 0.0% | 0.00% | – |
| Q1 2021 | $76,000 | +8.6% | 835 | 0.0% | 0.00% | – |
| Q4 2020 | $70,000 | +16.7% | 835 | +1.7% | 0.00% | – |
| Q3 2020 | $60,000 | +130.8% | 821 | +122.5% | 0.00% | – |
| Q2 2020 | $26,000 | -63.4% | 369 | -69.7% | 0.00% | – |
| Q1 2020 | $71,000 | -60.1% | 1,217 | -45.4% | 0.00% | – |
| Q4 2019 | $178,000 | +72.8% | 2,230 | +63.5% | 0.00% | – |
| Q3 2019 | $103,000 | +18.4% | 1,364 | +17.1% | 0.00% | – |
| Q2 2019 | $87,000 | +128.9% | 1,165 | +126.7% | 0.00% | – |
| Q1 2019 | $38,000 | -39.7% | 514 | -47.1% | 0.00% | – |
| Q4 2018 | $63,000 | -89.0% | 971 | -87.3% | 0.00% | – |
| Q3 2018 | $571,000 | +459.8% | 7,658 | +430.0% | 0.00% | – |
| Q2 2018 | $102,000 | +183.3% | 1,445 | +181.1% | 0.00% | – |
| Q1 2018 | $36,000 | +33.3% | 514 | +34.9% | 0.00% | – |
| Q4 2017 | $27,000 | -25.0% | 381 | -28.5% | 0.00% | – |
| Q3 2017 | $36,000 | +2.9% | 533 | 0.0% | 0.00% | – |
| Q2 2017 | $35,000 | -49.3% | 533 | -50.9% | 0.00% | – |
| Q1 2017 | $69,000 | +64.3% | 1,085 | +54.1% | 0.00% | – |
| Q4 2016 | $42,000 | – | 704 | – | 0.00% | – |
Download | ||||||
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% |