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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,515,640 | -3.7% | 186,482 | +0.3% | 0.00% | 0.0% |
| Q2 2023 | $18,180,539 | -1.0% | 185,947 | -3.2% | 0.00% | 0.0% |
| Q1 2023 | $18,365,001 | -0.3% | 192,077 | -1.1% | 0.00% | 0.0% |
| Q4 2022 | $18,413,195 | -4.3% | 194,273 | -13.6% | 0.00% | -33.3% |
| Q3 2022 | $19,231,000 | -4.1% | 224,920 | +2.7% | 0.00% | 0.0% |
| Q2 2022 | $20,050,000 | -12.0% | 219,107 | +0.5% | 0.00% | 0.0% |
| Q1 2022 | $22,779,000 | +0.5% | 218,046 | +2.0% | 0.00% | 0.0% |
| Q4 2021 | $22,666,000 | +1.3% | 213,745 | -8.2% | 0.00% | 0.0% |
| Q3 2021 | $22,386,000 | -0.5% | 232,825 | +0.2% | 0.00% | 0.0% |
| Q2 2021 | $22,490,000 | +5.0% | 232,475 | -0.9% | 0.00% | 0.0% |
| Q1 2021 | $21,415,000 | +31.7% | 234,531 | +20.6% | 0.00% | 0.0% |
| Q4 2020 | $16,264,000 | +10.8% | 194,421 | -2.0% | 0.00% | 0.0% |
| Q3 2020 | $14,675,000 | -0.7% | 198,442 | -6.8% | 0.00% | 0.0% |
| Q2 2020 | $14,780,000 | +3.5% | 212,993 | -12.5% | 0.00% | -25.0% |
| Q1 2020 | $14,275,000 | -26.4% | 243,434 | -0.1% | 0.00% | -20.0% |
| Q4 2019 | $19,402,000 | +9.4% | 243,565 | +4.3% | 0.01% | 0.0% |
| Q3 2019 | $17,735,000 | +6.1% | 233,608 | +4.7% | 0.01% | +25.0% |
| Q2 2019 | $16,708,000 | -24.5% | 223,208 | -26.2% | 0.00% | -33.3% |
| Q1 2019 | $22,132,000 | +13.2% | 302,558 | +0.4% | 0.01% | 0.0% |
| Q4 2018 | $19,556,000 | +30.9% | 301,463 | +50.4% | 0.01% | +50.0% |
| Q3 2018 | $14,939,000 | -10.6% | 200,420 | -14.8% | 0.00% | -20.0% |
| Q2 2018 | $16,715,000 | +7.0% | 235,257 | +5.0% | 0.01% | +25.0% |
| Q1 2018 | $15,618,000 | +4.7% | 224,104 | +5.9% | 0.00% | 0.0% |
| Q4 2017 | $14,923,000 | +65.5% | 211,612 | +57.9% | 0.00% | +33.3% |
| Q3 2017 | $9,015,000 | +87.2% | 133,975 | +81.7% | 0.00% | +200.0% |
| Q2 2017 | $4,816,000 | -40.3% | 73,735 | -42.3% | 0.00% | 0.0% |
| Q1 2017 | $8,066,000 | – | 127,712 | – | 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% |