J P MORGAN EXCHANGE-TRADED F's ticker is JVAL and the CUSIP is 46641Q753. A total of 75 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,606,073 | +7.1% | 161,838 | +10.3% | 0.00% | 0.0% |
| Q2 2023 | $5,233,956 | -2.1% | 146,691 | -6.5% | 0.00% | 0.0% |
| Q1 2023 | $5,344,734 | +15.2% | 156,920 | +12.1% | 0.00% | 0.0% |
| Q4 2022 | $4,640,097 | -48.3% | 140,014 | -53.5% | 0.00% | 0.0% |
| Q3 2022 | $8,975,000 | -26.4% | 301,365 | -20.7% | 0.00% | -50.0% |
| Q2 2022 | $12,201,000 | -38.9% | 379,967 | -29.7% | 0.00% | -33.3% |
| Q1 2022 | $19,983,000 | -42.4% | 540,527 | -40.2% | 0.00% | -25.0% |
| Q4 2021 | $34,721,000 | +1.5% | 903,725 | -6.2% | 0.00% | -20.0% |
| Q3 2021 | $34,223,000 | +9.2% | 963,499 | +11.3% | 0.01% | +25.0% |
| Q2 2021 | $31,354,000 | +886.3% | 865,900 | +835.6% | 0.00% | – |
| Q1 2021 | $3,179,000 | +800.6% | 92,550 | +681.3% | 0.00% | – |
| Q4 2020 | $353,000 | +6960.0% | 11,846 | +5409.8% | 0.00% | – |
| Q3 2020 | $5,000 | 0.0% | 215 | 0.0% | 0.00% | – |
| Q2 2020 | $5,000 | – | 215 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lee Financial Group Hawaii, Inc. | 144,492 | $5,005,216 | 4.59% |
| FIRST CITIZENS BANK & TRUST CO | 5,557,053 | $192,496,315 | 3.75% |
| First Citizens Asset Management, Inc. | 243,162 | $8,423,132 | 3.58% |
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 1,094,973 | $37,929,851 | 2.82% |
| Capital Analysts, LLC | 516,606 | $17,895 | 1.00% |
| Apeiron RIA LLC | 83,205 | $2,882,221 | 0.98% |
| Envestnet Portfolio Solutions, Inc. | 5,757,448 | $199,437,999 | 0.94% |
| Gallacher Capital Management LLC | 43,335 | $1,501,118 | 0.94% |
| Mainsail Financial Group, LLC | 29,329 | $1,009,106 | 0.92% |
| Jaffetilchin Investment Partners, LLC | 227,122 | $7,867,513 | 0.87% |