JP MORGAN EXCHANGE TRADED FD's ticker is JPUS and the CUSIP is 46641Q407. A total of 74 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
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 | 1,621,332 | $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% |