JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 114 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $211,000 | -22.4% | 4,322 | -10.4% | 0.00% | -20.0% |
| Q1 2022 | $272,000 | -4.6% | 4,823 | +0.0% | 0.01% | 0.0% |
| Q4 2021 | $285,000 | -1.7% | 4,821 | +0.2% | 0.01% | -16.7% |
| Q3 2021 | $290,000 | -21.4% | 4,811 | -18.6% | 0.01% | -14.3% |
| Q2 2021 | $369,000 | +2.5% | 5,912 | +0.1% | 0.01% | -12.5% |
| Q1 2021 | $360,000 | -1.1% | 5,908 | -5.6% | 0.01% | -11.1% |
| Q4 2020 | $364,000 | +5.2% | 6,258 | -6.6% | 0.01% | -10.0% |
| Q3 2020 | $346,000 | -20.1% | 6,698 | -23.6% | 0.01% | -28.6% |
| Q2 2020 | $433,000 | -30.7% | 8,766 | -39.3% | 0.01% | -46.2% |
| Q1 2020 | $625,000 | -76.4% | 14,453 | -68.8% | 0.03% | -69.8% |
| Q4 2019 | $2,646,000 | +10.9% | 46,356 | +3.4% | 0.09% | -18.9% |
| Q3 2019 | $2,385,000 | -1.2% | 44,851 | +1.2% | 0.11% | -2.8% |
| Q2 2019 | $2,414,000 | -1.4% | 44,328 | +0.1% | 0.11% | -12.8% |
| Q1 2019 | $2,448,000 | +19.6% | 44,269 | +10.1% | 0.12% | +5.0% |
| Q4 2018 | $2,046,000 | +266.7% | 40,210 | +320.8% | 0.12% | +310.3% |
| Q3 2018 | $558,000 | +14.8% | 9,555 | +13.3% | 0.03% | +11.5% |
| Q2 2018 | $486,000 | -3.0% | 8,430 | +0.0% | 0.03% | -7.1% |
| Q1 2018 | $501,000 | +52.3% | 8,427 | +53.9% | 0.03% | +47.4% |
| Q4 2017 | $329,000 | -18.2% | 5,475 | -21.1% | 0.02% | -20.8% |
| Q3 2017 | $402,000 | +3.1% | 6,943 | 0.0% | 0.02% | -4.0% |
| Q2 2017 | $390,000 | +69.6% | 6,943 | +59.9% | 0.02% | +66.7% |
| Q1 2017 | $230,000 | +8.5% | 4,341 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $212,000 | – | 4,341 | – | 0.02% | – |
Download | ||||||
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% |