JP MORGAN EXCHANGE TRADED FD's ticker is JPUS and the CUSIP is 46641Q407. A total of 72 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $451,819 | -14.6% | 4,810 | -11.2% | 0.00% | – |
| Q2 2023 | $529,321 | +70.2% | 5,414 | +66.4% | 0.00% | – |
| Q1 2023 | $311,055 | -0.0% | 3,253 | -0.9% | 0.00% | – |
| Q4 2022 | $311,062 | +7.6% | 3,282 | -2.8% | 0.00% | – |
| Q3 2022 | $289,000 | -12.2% | 3,375 | -6.0% | 0.00% | – |
| Q2 2022 | $329,000 | -5.5% | 3,591 | +7.7% | 0.00% | – |
| Q1 2022 | $348,000 | -15.9% | 3,333 | -14.6% | 0.00% | – |
| Q4 2021 | $414,000 | +9.2% | 3,903 | -0.9% | 0.00% | – |
| Q3 2021 | $379,000 | -2.8% | 3,938 | -2.2% | 0.00% | – |
| Q2 2021 | $390,000 | +22.6% | 4,028 | +15.6% | 0.00% | – |
| Q1 2021 | $318,000 | +11.2% | 3,485 | +1.9% | 0.00% | – |
| Q4 2020 | $286,000 | -14.4% | 3,420 | -24.2% | 0.00% | – |
| Q3 2020 | $334,000 | -1.2% | 4,512 | -7.4% | 0.00% | – |
| Q2 2020 | $338,000 | +29.0% | 4,872 | +8.9% | 0.00% | – |
| Q1 2020 | $262,000 | +41.6% | 4,475 | +92.4% | 0.00% | – |
| Q4 2019 | $185,000 | -32.5% | 2,326 | -35.5% | 0.00% | – |
| Q3 2019 | $274,000 | +0.4% | 3,607 | -1.1% | 0.00% | – |
| Q2 2019 | $273,000 | -45.3% | 3,647 | -46.6% | 0.00% | – |
| Q1 2019 | $499,000 | +9.4% | 6,827 | -2.9% | 0.00% | – |
| Q4 2018 | $456,000 | +6.3% | 7,028 | +22.1% | 0.00% | – |
| Q3 2018 | $429,000 | +2.4% | 5,758 | -2.4% | 0.00% | – |
| Q2 2018 | $419,000 | +51.8% | 5,902 | +49.3% | 0.00% | – |
| Q1 2018 | $276,000 | +16.9% | 3,954 | +18.2% | 0.00% | – |
| Q4 2017 | $236,000 | +7766.7% | 3,345 | +8262.5% | 0.00% | – |
| Q3 2017 | $3,000 | – | 40 | – | 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% |