JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 89 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $804,908 | -2.7% | 15,923 | 0.0% | 0.06% | +3.4% |
| Q2 2023 | $826,882 | -2.3% | 15,923 | -1.6% | 0.06% | -7.9% |
| Q1 2023 | $846,533 | -37.3% | 16,183 | -41.0% | 0.06% | -38.8% |
| Q4 2022 | $1,351,159 | +263.2% | 27,418 | +316.5% | 0.10% | +312.0% |
| Q1 2022 | $372,000 | -90.7% | 6,583 | -90.3% | 0.02% | -90.3% |
| Q4 2021 | $4,012,000 | +311.5% | 67,810 | +296.9% | 0.26% | +193.2% |
| Q4 2019 | $975,000 | +362.1% | 17,085 | +341.5% | 0.09% | +363.2% |
| Q2 2019 | $211,000 | -1.4% | 3,870 | 0.0% | 0.02% | -5.0% |
| Q1 2019 | $214,000 | -21.9% | 3,870 | -28.1% | 0.02% | -28.6% |
| Q4 2018 | $274,000 | – | 5,385 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DWM Financial Group, Inc. | 167,431 | $9,746,000 | 13.27% |
| Choice Wealth Advisors, LLC | 190,942 | $11,115,000 | 10.03% |
| Stonehearth Capital Management, LLC | 196,440 | $11,435,000 | 6.45% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3,699,342 | $220,629,000 | 4.99% |
| Sterneck Capital Management, LLC | 108,936 | $6,341,000 | 4.76% |
| Lenox Wealth Advisors, LLC | 506,773 | $29,499,000 | 4.20% |
| CreativeOne Wealth, LLC | 706,294 | $41,113,000 | 3.40% |
| Day & Ennis, LLC | 131,539 | $7,657,000 | 3.04% |
| LexAurum Advisors, LLC | 98,383 | $5,727,000 | 2.05% |
| GeoWealth Management, LLC | 218,391 | $12,712,000 | 2.04% |