JP MORGAN EXCHANGE TRADED FD's ticker is JPUS and the CUSIP is 46641Q407. A total of 75 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PLANNING ALTERNATIVES LTD /ADV | 525,996 | $55,777,000 | 8.60% |
| Modera Wealth Management, LLC | 1,581,646 | $167,718,000 | 6.40% |
| First Capital Advisors Group, LLC. | 82,690 | $8,768,000 | 4.80% |
| Sterneck Capital Management, LLC | 65,177 | $6,911,000 | 4.09% |
| ST GERMAIN D J CO INC | 650,226 | $68,950,000 | 3.79% |
| LexAurum Advisors, LLC | 109,486 | $11,610,000 | 3.78% |
| BELLEVUE ASSET MANAGEMENT, LLC | 51,754 | $5,488,000 | 3.23% |
| Quantitative Advantage, LLC | 159,792 | $16,944,000 | 2.62% |
| SkyView Investment Advisors, LLC | 81,223 | $8,613,000 | 1.94% |
| HHM Wealth Advisors, LLC | 41,311 | $4,381,000 | 1.06% |