J P MORGAN EXCHANGE-TRADED F's ticker is JVAL and the CUSIP is 46641Q753. A total of 39 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,801 | -74.3% | 52 | -77.5% | 0.00% | – |
| Q3 2022 | $7,000 | 0.0% | 231 | 0.0% | 0.00% | – |
| Q2 2022 | $7,000 | -12.5% | 231 | +10.5% | 0.00% | – |
| Q4 2021 | $8,000 | +300.0% | 209 | +198.6% | 0.00% | – |
| Q3 2021 | $2,000 | -33.3% | 70 | 0.0% | 0.00% | – |
| Q2 2021 | $3,000 | +50.0% | 70 | 0.0% | 0.00% | – |
| Q1 2021 | $2,000 | – | 70 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Planned Solutions, Inc. | 237,767 | $8,483,527 | 5.01% |
| Lee Financial Group Hawaii, Inc. | 138,301 | $4,934,576 | 4.51% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 1,095,922 | $39,102,482 | 2.76% |
| FIRST CITIZENS BANK & TRUST CO | 2,569,661 | $91,685,504 | 1.68% |
| First Citizens Asset Management, Inc. | 99,483 | $3,549,553 | 1.45% |
| Orion Portfolio Solutions, LLC | 3,023,631 | $107,883,153 | 1.15% |
| Capital Analysts, LLC | 512,012 | $18,269 | 1.02% |
| Mainsail Financial Group, LLC | 27,201 | $970,533 | 0.91% |
| Gallacher Capital Management LLC | 43,400 | $1,548,515 | 0.89% |
| Jaffetilchin Investment Partners, LLC | 226,651 | $8,086,919 | 0.85% |