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% | – |
Download |
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% |