JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 80 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,090,697 | -1.4% | 41,359 | +1.3% | 0.00% | 0.0% |
| Q2 2023 | $2,119,731 | -5.3% | 40,819 | -4.6% | 0.00% | 0.0% |
| Q1 2023 | $2,237,194 | +12.1% | 42,768 | +5.7% | 0.00% | 0.0% |
| Q4 2022 | $1,994,854 | +10.5% | 40,480 | -4.0% | 0.00% | 0.0% |
| Q3 2022 | $1,806,000 | -10.3% | 42,173 | +2.2% | 0.00% | 0.0% |
| Q2 2022 | $2,013,000 | -7.1% | 41,247 | +7.5% | 0.00% | 0.0% |
| Q1 2022 | $2,168,000 | -10.4% | 38,375 | -6.1% | 0.00% | 0.0% |
| Q4 2021 | $2,419,000 | -5.7% | 40,889 | -3.8% | 0.00% | 0.0% |
| Q3 2021 | $2,564,000 | -5.7% | 42,507 | -2.3% | 0.00% | 0.0% |
| Q2 2021 | $2,718,000 | -2.9% | 43,524 | -5.1% | 0.00% | -33.3% |
| Q1 2021 | $2,798,000 | -81.6% | 45,872 | -82.4% | 0.00% | -82.4% |
| Q4 2020 | $15,196,000 | +11.4% | 261,060 | -1.2% | 0.02% | 0.0% |
| Q3 2020 | $13,639,000 | -0.3% | 264,274 | -4.5% | 0.02% | -5.6% |
| Q2 2020 | $13,680,000 | +10.5% | 276,860 | -3.3% | 0.02% | -10.0% |
| Q1 2020 | $12,380,000 | -41.2% | 286,320 | -22.4% | 0.02% | -25.9% |
| Q4 2019 | $21,058,000 | +2.9% | 368,857 | -4.2% | 0.03% | -6.9% |
| Q3 2019 | $20,466,000 | -4.8% | 384,920 | -2.5% | 0.03% | -6.5% |
| Q2 2019 | $21,508,000 | -56.8% | 394,932 | -56.2% | 0.03% | -59.2% |
| Q1 2019 | $49,808,000 | +720.6% | 900,854 | +655.2% | 0.08% | +590.9% |
| Q4 2018 | $6,070,000 | -24.6% | 119,281 | -13.5% | 0.01% | -8.3% |
| Q3 2018 | $8,050,000 | +15.8% | 137,886 | +14.3% | 0.01% | 0.0% |
| Q2 2018 | $6,950,000 | -1.2% | 120,663 | +1.9% | 0.01% | -7.7% |
| Q1 2018 | $7,036,000 | +78.4% | 118,395 | +80.2% | 0.01% | +85.7% |
| Q4 2017 | $3,944,000 | +39.1% | 65,686 | +34.2% | 0.01% | +16.7% |
| Q3 2017 | $2,835,000 | +26.6% | 48,953 | +22.8% | 0.01% | +20.0% |
| Q2 2017 | $2,239,000 | +109.8% | 39,868 | +98.2% | 0.01% | +150.0% |
| Q1 2017 | $1,067,000 | -16.6% | 20,112 | -23.1% | 0.00% | -33.3% |
| Q4 2016 | $1,280,000 | -5.3% | 26,156 | +1.2% | 0.00% | -25.0% |
| Q3 2016 | $1,352,000 | +63.3% | 25,843 | +54.5% | 0.00% | +33.3% |
| Q2 2016 | $828,000 | +39.6% | 16,728 | +40.0% | 0.00% | +50.0% |
| Q1 2016 | $593,000 | – | 11,946 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DWM Financial Group, Inc. | 162,738 | $9,291,000 | 9.46% |
| CreativeOne Wealth, LLC | 705,924 | $40,301,000 | 6.80% |
| Lee Financial Group Hawaii, Inc. | 120,955 | $6,905,000 | 5.45% |
| Sterneck Capital Management, LLC | 113,487 | $6,479,000 | 5.16% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2,146,394 | $122,545,000 | 4.32% |
| Lenox Wealth Advisors, LLC | 469,343 | $26,795,000 | 4.17% |
| PACIFIC FINANCIAL GROUP INC | 730,984 | $41,732,000 | 4.11% |
| Day & Ennis, LLC | 144,634 | $8,257,000 | 4.05% |
| GeoWealth Management, LLC | 122,845 | $7,013,000 | 3.77% |
| Schneider Downs Wealth Management Advisors, LP | 140,338 | $8,012,000 | 2.39% |