JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 3 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,093,000 | +39.9% | 120,535 | +43.7% | 0.00% | +100.0% |
| Q2 2023 | $4,356,000 | -14.4% | 83,876 | -13.8% | 0.00% | 0.0% |
| Q1 2023 | $5,088,000 | -6.5% | 97,286 | -11.9% | 0.00% | -50.0% |
| Q4 2022 | $5,439,000 | -0.8% | 110,387 | -13.8% | 0.00% | 0.0% |
| Q3 2022 | $5,482,000 | +58.7% | 127,999 | +80.9% | 0.00% | +100.0% |
| Q2 2022 | $3,454,000 | -80.8% | 70,743 | -77.8% | 0.00% | -80.0% |
| Q1 2022 | $18,031,000 | +26.6% | 319,093 | +32.6% | 0.01% | +66.7% |
| Q4 2021 | $14,243,000 | +15.4% | 240,695 | +17.6% | 0.00% | 0.0% |
| Q3 2021 | $12,340,000 | +17.7% | 204,607 | +21.9% | 0.00% | 0.0% |
| Q2 2021 | $10,480,000 | +0.1% | 167,819 | -2.2% | 0.00% | 0.0% |
| Q1 2021 | $10,468,000 | +148.5% | 171,604 | +137.1% | 0.00% | +200.0% |
| Q4 2020 | $4,213,000 | -27.1% | 72,366 | -35.4% | 0.00% | -50.0% |
| Q3 2020 | $5,778,000 | +36.8% | 111,953 | +30.9% | 0.00% | 0.0% |
| Q2 2020 | $4,225,000 | -58.5% | 85,519 | -63.7% | 0.00% | -60.0% |
| Q1 2020 | $10,188,000 | +10.6% | 235,651 | +46.1% | 0.01% | +66.7% |
| Q4 2019 | $9,211,000 | -44.8% | 161,345 | -48.6% | 0.00% | -57.1% |
| Q3 2019 | $16,696,000 | +73.6% | 314,020 | +77.8% | 0.01% | +75.0% |
| Q2 2019 | $9,616,000 | -38.1% | 176,574 | -37.1% | 0.00% | -42.9% |
| Q1 2019 | $15,527,000 | +205.5% | 280,819 | +181.2% | 0.01% | +250.0% |
| Q4 2018 | $5,082,000 | +69.4% | 99,872 | +94.4% | 0.00% | +100.0% |
| Q3 2018 | $3,000,000 | +39.5% | 51,387 | +37.6% | 0.00% | 0.0% |
| Q2 2018 | $2,151,000 | +34.7% | 37,347 | +38.9% | 0.00% | 0.0% |
| Q1 2018 | $1,597,000 | +85.3% | 26,880 | +87.3% | 0.00% | – |
| Q4 2017 | $862,000 | +207.9% | 14,350 | +196.2% | 0.00% | – |
| Q3 2017 | $280,000 | +169.2% | 4,844 | +162.1% | 0.00% | – |
| Q2 2017 | $104,000 | +420.0% | 1,848 | +399.5% | 0.00% | – |
| Q1 2017 | $20,000 | -16.7% | 370 | -24.6% | 0.00% | – |
| Q4 2016 | $24,000 | -78.8% | 491 | -77.3% | 0.00% | – |
| Q3 2016 | $113,000 | +769.2% | 2,164 | +729.1% | 0.00% | – |
| Q2 2016 | $13,000 | +44.4% | 261 | +38.8% | 0.00% | – |
| Q4 2015 | $9,000 | 0.0% | 188 | 0.0% | 0.00% | – |
| Q3 2015 | $9,000 | -99.9% | 188 | -99.8% | 0.00% | -100.0% |
| Q2 2015 | $6,240,000 | -30.1% | 120,257 | -31.0% | 0.00% | -33.3% |
| Q1 2015 | $8,926,000 | – | 174,203 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DWM Financial Group, Inc. | 162,738 | $9,291,000 | 9.46% |
| CreativeOne Wealth, LLC | 705,924 | $40,301,000 | 6.80% |
| Lee Financial Group Hawaii, Inc. | 120,955 | $6,905,000 | 5.45% |
| Sterneck Capital Management, LLC | 113,487 | $6,479,000 | 5.16% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2,146,394 | $122,545,000 | 4.32% |
| Lenox Wealth Advisors, LLC | 469,343 | $26,795,000 | 4.17% |
| PACIFIC FINANCIAL GROUP INC | 730,984 | $41,732,000 | 4.11% |
| Day & Ennis, LLC | 144,634 | $8,257,000 | 4.05% |
| GeoWealth Management, LLC | 122,845 | $7,013,000 | 3.77% |
| Schneider Downs Wealth Management Advisors, LP | 140,338 | $8,012,000 | 2.39% |