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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |