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 | $1,235 | +0.2% | 24,422 | +2.9% | 0.42% | +7.9% |
| Q2 2023 | $1,233 | +3.0% | 23,739 | +3.8% | 0.39% | -2.0% |
| Q1 2023 | $1,197 | -3.6% | 22,875 | -9.3% | 0.40% | -11.7% |
| Q4 2022 | $1,242 | -99.9% | 25,211 | +0.7% | 0.45% | +15.3% |
| Q3 2022 | $1,072,000 | -4.5% | 25,041 | +8.9% | 0.39% | +7.1% |
| Q2 2022 | $1,122,000 | -13.0% | 22,989 | +0.8% | 0.37% | +8.0% |
| Q1 2022 | $1,289,000 | +0.1% | 22,809 | +4.8% | 0.34% | +5.9% |
| Q4 2021 | $1,288,000 | +7.2% | 21,773 | +9.3% | 0.32% | -1.8% |
| Q3 2021 | $1,201,000 | -0.1% | 19,921 | +3.5% | 0.33% | -1.8% |
| Q2 2021 | $1,202,000 | +6.3% | 19,252 | +3.8% | 0.33% | -0.9% |
| Q1 2021 | $1,131,000 | +6.3% | 18,545 | +1.5% | 0.34% | -2.9% |
| Q4 2020 | $1,064,000 | +17.2% | 18,273 | +3.9% | 0.34% | +2.1% |
| Q3 2020 | $908,000 | +7.1% | 17,591 | +2.5% | 0.34% | -2.0% |
| Q2 2020 | $848,000 | +28.5% | 17,162 | +12.4% | 0.34% | +4.5% |
| Q1 2020 | $660,000 | -16.2% | 15,271 | +10.6% | 0.33% | 0.0% |
| Q4 2019 | $788,000 | +7.9% | 13,811 | +0.6% | 0.33% | -4.9% |
| Q3 2019 | $730,000 | +7.4% | 13,724 | +9.9% | 0.35% | +4.5% |
| Q2 2019 | $680,000 | +1.2% | 12,487 | +2.8% | 0.33% | +3.4% |
| Q1 2019 | $672,000 | +4.8% | 12,152 | -3.6% | 0.32% | +0.3% |
| Q4 2018 | $641,000 | – | 12,602 | – | 0.32% | – |
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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% |