JP MORGAN EXCHANGE TRADED FD's ticker is JPUS and the CUSIP is 46641Q407. A total of 78 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $298,011 | +40.2% | 3,173 | +46.0% | 0.00% | – |
| Q2 2023 | $212,571 | -8.0% | 2,174 | -13.7% | 0.00% | – |
| Q2 2022 | $231,000 | -28.7% | 2,519 | -18.7% | 0.00% | – |
| Q1 2022 | $324,000 | -3.6% | 3,099 | -2.2% | 0.00% | – |
| Q4 2021 | $336,000 | +17.1% | 3,169 | +6.3% | 0.00% | – |
| Q3 2021 | $287,000 | -38.5% | 2,980 | -38.2% | 0.00% | – |
| Q2 2021 | $467,000 | -39.0% | 4,822 | -42.3% | 0.00% | – |
| Q1 2021 | $765,000 | -14.1% | 8,350 | -21.6% | 0.00% | – |
| Q4 2020 | $891,000 | -39.3% | 10,649 | -46.3% | 0.00% | -100.0% |
| Q3 2020 | $1,467,000 | +16.5% | 19,827 | +9.3% | 0.00% | 0.0% |
| Q2 2020 | $1,259,000 | -2.1% | 18,138 | -17.3% | 0.00% | 0.0% |
| Q1 2020 | $1,286,000 | -44.1% | 21,932 | -24.0% | 0.00% | 0.0% |
| Q4 2019 | $2,299,000 | -89.6% | 28,859 | -90.1% | 0.00% | -90.0% |
| Q3 2019 | $22,082,000 | +23.5% | 291,554 | +21.6% | 0.01% | +25.0% |
| Q2 2019 | $17,883,000 | +14.6% | 239,694 | +12.4% | 0.01% | +14.3% |
| Q1 2019 | $15,606,000 | +107.9% | 213,344 | +84.4% | 0.01% | +75.0% |
| Q4 2018 | $7,505,000 | -1.2% | 115,700 | +13.4% | 0.00% | +33.3% |
| Q3 2018 | $7,597,000 | +30.6% | 102,025 | +24.6% | 0.00% | 0.0% |
| Q2 2018 | $5,818,000 | +89.7% | 81,885 | +86.1% | 0.00% | +200.0% |
| Q1 2018 | $3,067,000 | +180.6% | 44,005 | +183.8% | 0.00% | – |
| Q4 2017 | $1,093,000 | – | 15,506 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PLANNING ALTERNATIVES LTD /ADV | 530,300 | $51,303,000 | 8.38% |
| Modera Wealth Management, LLC | 1,529,439 | $147,962,000 | 7.98% |
| ST GERMAIN D J CO INC | 766,860 | $74,188,000 | 4.66% |
| Sterneck Capital Management, LLC | 70,613 | $6,924,000 | 4.28% |
| SkyView Investment Advisors, LLC | 80,606 | $7,360,000 | 3.43% |
| BELLEVUE ASSET MANAGEMENT, LLC | 50,178 | $4,854,000 | 2.96% |
| LexAurum Advisors, LLC | 92,626 | $8,961,000 | 2.65% |
| Quantitative Advantage, LLC | 100,451 | $9,718,000 | 1.68% |
| Tredje AP-fonden | 495,908 | $77,134,000 | 1.57% |
| HHM Wealth Advisors, LLC | 43,827 | $4,240,000 | 1.15% |