J P MORGAN EXCHANGE-TRADED F's ticker is JVAL and the CUSIP is 46641Q753. A total of 79 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $810,194 | +9.6% | 23,389 | +12.9% | 0.06% | +12.5% |
| Q2 2023 | $739,360 | +45.7% | 20,722 | +39.1% | 0.06% | +43.6% |
| Q1 2023 | $507,494 | +20.0% | 14,900 | +16.8% | 0.04% | +14.7% |
| Q4 2022 | $422,866 | +33.8% | 12,760 | +20.2% | 0.03% | +13.3% |
| Q3 2022 | $316,000 | -10.2% | 10,617 | -3.3% | 0.03% | 0.0% |
| Q2 2022 | $352,000 | +5.4% | 10,977 | +21.6% | 0.03% | +20.0% |
| Q1 2022 | $334,000 | +62.9% | 9,027 | +69.2% | 0.02% | +108.3% |
| Q4 2021 | $205,000 | -19.9% | 5,336 | -25.9% | 0.01% | -25.0% |
| Q3 2021 | $256,000 | -3.8% | 7,202 | -1.9% | 0.02% | -5.9% |
| Q2 2021 | $266,000 | +48.6% | 7,344 | +40.8% | 0.02% | +30.8% |
| Q1 2021 | $179,000 | – | 5,215 | – | 0.01% | – |
| Q4 2020 | $0 | – | 0 | – | 0.00% | – |
| Q3 2020 | $0 | – | 0 | – | 0.00% | – |
| Q2 2020 | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
| Q1 2020 | $4,000 | – | 207 | – | 0.00% | – |
| Q4 2019 | $0 | – | 0 | – | 0.00% | – |
| Q3 2019 | $0 | – | 0 | – | 0.00% | – |
| Q2 2019 | $0 | – | 0 | – | 0.00% | – |
| Q1 2019 | $0 | – | 0 | – | 0.00% | – |
| Q4 2018 | $0 | – | 0 | – | 0.00% | – |
| Q3 2018 | $0 | – | 0 | – | 0.00% | – |
Download | ||||||
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% |