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 | $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 ↓ |
|---|---|---|---|
| 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% |