JP MORGAN EXCHANGE TRADED FD's ticker is JPUS and the CUSIP is 46641Q407. A total of 73 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $54,378,316 | +0.9% | 529,370 | -7.7% | 2.83% | -6.4% |
| Q3 2023 | $53,888,754 | -10.5% | 573,732 | -6.8% | 3.03% | -4.7% |
| Q2 2023 | $60,187,393 | +94338.3% | 615,588 | -8.5% | 3.18% | +15038.1% |
| Q4 2022 | $63,732 | -99.9% | 672,421 | +3.7% | 0.02% | -99.5% |
| Q3 2022 | $59,333,000 | 0.0% | 648,378 | 0.0% | 3.92% | 0.0% |
| Q2 2022 | $59,333,000 | -13.4% | 648,378 | -1.2% | 3.92% | +1.7% |
| Q1 2022 | $68,530,000 | -0.6% | 655,977 | +0.9% | 3.85% | +1.7% |
| Q4 2021 | $68,950,000 | -2.4% | 650,226 | -11.5% | 3.79% | -12.8% |
| Q3 2021 | $70,612,000 | -4.8% | 734,396 | -4.2% | 4.35% | -6.6% |
| Q2 2021 | $74,188,000 | -0.2% | 766,860 | -5.8% | 4.66% | -7.3% |
| Q1 2021 | $74,325,000 | +9.6% | 813,986 | +0.4% | 5.02% | +3.8% |
| Q4 2020 | $67,805,000 | +16.3% | 810,577 | +2.8% | 4.84% | +2.3% |
| Q3 2020 | $58,286,000 | +8.9% | 788,187 | +2.2% | 4.73% | +1.0% |
| Q2 2020 | $53,505,000 | +26.1% | 771,072 | +6.6% | 4.68% | +12.3% |
| Q1 2020 | $42,423,000 | -11.7% | 723,448 | +20.0% | 4.17% | +3.4% |
| Q4 2019 | $48,041,000 | +34.2% | 603,079 | +27.9% | 4.03% | +4.7% |
| Q3 2019 | $35,799,000 | +5.8% | 471,540 | +4.3% | 3.85% | +4.4% |
| Q2 2019 | $33,840,000 | -5.8% | 452,110 | -7.9% | 3.69% | -5.8% |
| Q1 2019 | $35,927,000 | +50.4% | 491,138 | +33.4% | 3.91% | +38.1% |
| Q4 2018 | $23,880,000 | – | 368,121 | – | 2.83% | – |
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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% |