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 | $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 ↓ |
|---|---|---|---|
| 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% |