JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 111 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $333 | -17.6% | 6,410 | -21.8% | 0.00% | -100.0% |
| Q4 2022 | $404 | -99.8% | 8,200 | +95.2% | 0.00% | – |
| Q3 2021 | $253,000 | -3.4% | 4,200 | -2.3% | 0.00% | – |
| Q1 2021 | $262,000 | -22.7% | 4,300 | -24.6% | 0.00% | – |
| Q2 2018 | $339,000 | 0.0% | 5,700 | 0.0% | 0.00% | – |
| Q1 2018 | $339,000 | – | 5,700 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stonehearth Capital Management, LLC | 203,259 | $12,259,000 | 6.38% |
| Sterneck Capital Management, LLC | 120,937 | $7,294,000 | 4.64% |
| Lenox Wealth Advisors, LLC | 546,761 | $32,975,000 | 4.24% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4,282,282 | $263,442,000 | 3.88% |
| Elm Partners Management LLC | 319,898 | $20,138,000 | 2.69% |
| Day & Ennis, LLC | 125,267 | $7,555,000 | 2.61% |
| CreativeOne Wealth, LLC | 651,877 | $39,415,000 | 2.32% |
| LexAurum Advisors, LLC | 104,155 | $6,282,000 | 1.86% |
| RVW Wealth, LLC | 253,639 | $15,000,000 | 1.80% |
| BELLEVUE ASSET MANAGEMENT, LLC | 39,171 | $2,371,000 | 1.45% |