JP MORGAN EXCHANGE TRADED FD's ticker is JPUS and the CUSIP is 46641Q407. A total of 84 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q4 2018. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,981,008 | +92.4% | 21,091 | +100.2% | 0.00% | – |
| Q2 2023 | $1,029,835 | -88.7% | 10,533 | -89.0% | 0.00% | -100.0% |
| Q4 2022 | $9,095,468 | +10.9% | 95,964 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $8,205,000 | +164.9% | 95,964 | +183.6% | 0.00% | +100.0% |
| Q2 2022 | $3,097,000 | -52.3% | 33,842 | -45.6% | 0.00% | 0.0% |
| Q1 2022 | $6,498,000 | +54.3% | 62,198 | +42.0% | 0.00% | 0.0% |
| Q3 2021 | $4,211,000 | -0.6% | 43,795 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $4,237,000 | +6.0% | 43,795 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $3,999,000 | +9.2% | 43,795 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $3,663,000 | +13.1% | 43,795 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $3,239,000 | +143.5% | 43,795 | +128.5% | 0.00% | – |
| Q2 2020 | $1,330,000 | +18.3% | 19,168 | 0.0% | 0.00% | – |
| Q1 2020 | $1,124,000 | -26.4% | 19,168 | 0.0% | 0.00% | – |
| Q4 2019 | $1,527,000 | +48.1% | 19,168 | +41.1% | 0.00% | – |
| Q3 2019 | $1,031,000 | -88.2% | 13,585 | -88.7% | 0.00% | -100.0% |
| Q1 2019 | $8,756,000 | +12.5% | 119,694 | -0.3% | 0.00% | +50.0% |
| Q4 2018 | $7,784,000 | -13.0% | 120,001 | -0.0% | 0.00% | 0.0% |
| Q3 2018 | $8,946,000 | – | 120,019 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Modera Wealth Management, LLC | 1,598,379 | $118,200,000 | 17.53% |
| PLANNING ALTERNATIVES LTD /ADV | 473,164 | $34,990,000 | 6.57% |
| SVA Wealth Management, LLC | 721,831 | $53,379,000 | 5.29% |
| ST GERMAIN D J CO INC | 788,187 | $58,286,000 | 4.73% |
| Sterneck Capital Management, LLC | 72,702 | $5,376,000 | 4.54% |
| CreativeOne Wealth, LLC | 254,949 | $18,853,000 | 2.62% |
| LexAurum Advisors, LLC | 85,274 | $6,306,000 | 2.59% |
| BELLEVUE ASSET MANAGEMENT, LLC | 39,359 | $2,911,000 | 2.04% |
| Quantitative Advantage, LLC | 86,187 | $6,374,000 | 1.56% |
| HHM Wealth Advisors, LLC | 47,263 | $3,495,000 | 1.40% |