JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 145 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $3,201,000 | -56.9% | 74,043 | -43.1% | 0.19% | -47.9% |
| Q4 2019 | $7,431,000 | +29.0% | 130,170 | +20.1% | 0.36% | +27.6% |
| Q3 2019 | $5,762,000 | -20.9% | 108,370 | -19.0% | 0.29% | -21.9% |
| Q2 2019 | $7,285,000 | +2.0% | 133,770 | +3.6% | 0.37% | -4.2% |
| Q1 2019 | $7,139,000 | +134.5% | 129,120 | +115.8% | 0.38% | +111.0% |
| Q4 2018 | $3,044,000 | +40.5% | 59,820 | +61.2% | 0.18% | +48.4% |
| Q3 2018 | $2,167,000 | +524.5% | 37,120 | +516.1% | 0.12% | +510.0% |
| Q2 2018 | $347,000 | – | 6,025 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Choice Wealth Advisors, LLC | 213,325 | $13,322,000 | 9.57% |
| Stonehearth Capital Management, LLC | 207,895 | $12,983,000 | 6.39% |
| Sterneck Capital Management, LLC | 120,098 | $7,527,000 | 4.66% |
| Lenox Wealth Advisors, LLC | 538,816 | $33,649,000 | 4.31% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3,969,724 | $248,266,000 | 4.00% |
| Day & Ennis, LLC | 124,773 | $7,792,000 | 2.70% |
| CreativeOne Wealth, LLC | 673,914 | $42,086,000 | 2.60% |
| RVW Wealth, LLC | 243,026 | $15,000,000 | 1.88% |
| LexAurum Advisors, LLC | 101,244 | $6,323,000 | 1.87% |
| GeoWealth Management, LLC | 225,047 | $14,057,000 | 1.78% |