JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 44 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $13,984,000 | -30.1% | 255,785 | -29.1% | 1.99% | -31.4% |
| Q1 2019 | $20,001,000 | -16.3% | 360,637 | -12.3% | 2.90% | -19.7% |
| Q4 2018 | $23,888,000 | +0.1% | 411,226 | +0.1% | 3.62% | -0.4% |
| Q3 2018 | $23,863,000 | -16.6% | 410,777 | -15.4% | 3.63% | -19.5% |
| Q2 2018 | $28,619,000 | +1.1% | 485,363 | +1.2% | 4.51% | -7.1% |
| Q1 2018 | $28,308,000 | -6.5% | 479,836 | -4.9% | 4.85% | +17.5% |
| Q4 2017 | $30,284,000 | +6.1% | 504,318 | +2.3% | 4.13% | +2.3% |
| Q3 2017 | $28,537,000 | +5.3% | 492,783 | +2.1% | 4.04% | +1.1% |
| Q2 2017 | $27,108,000 | +19.3% | 482,613 | +12.7% | 3.99% | +12.3% |
| Q1 2017 | $22,720,000 | +33.4% | 428,202 | +23.1% | 3.56% | +21.9% |
| Q4 2016 | $17,027,000 | -1.2% | 347,912 | +5.7% | 2.92% | -4.4% |
| Q3 2016 | $17,226,000 | +25.5% | 329,235 | +18.7% | 3.05% | +20.3% |
| Q2 2016 | $13,727,000 | – | 277,418 | – | 2.54% | – |
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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% |