JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 102 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q4 2017. The put-call ratio across all filers is 5.30 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,465 | -2.6% | 108,106 | +0.0% | 0.20% | -0.5% |
| Q2 2023 | $5,612 | -1.5% | 108,075 | -0.8% | 0.20% | -6.8% |
| Q1 2023 | $5,699 | +8.5% | 108,952 | +2.2% | 0.22% | +1.9% |
| Q4 2022 | $5,253 | -99.9% | 106,586 | +29.2% | 0.22% | +24.3% |
| Q3 2022 | $3,533,000 | -36.5% | 82,497 | -27.6% | 0.17% | -31.3% |
| Q2 2022 | $5,562,000 | +75.3% | 113,953 | +102.9% | 0.25% | +85.3% |
| Q1 2022 | $3,173,000 | +2.4% | 56,161 | +7.2% | 0.14% | +0.7% |
| Q4 2021 | $3,100,000 | -1.9% | 52,398 | +0.0% | 0.14% | -10.0% |
| Q3 2021 | $3,159,000 | -16.9% | 52,376 | -13.9% | 0.15% | -18.0% |
| Q2 2021 | $3,801,000 | +1.6% | 60,861 | -0.8% | 0.18% | -8.0% |
| Q1 2021 | $3,741,000 | +8.3% | 61,322 | +3.4% | 0.20% | -5.2% |
| Q4 2020 | $3,453,000 | +19.4% | 59,320 | +5.9% | 0.21% | -4.5% |
| Q3 2020 | $2,891,000 | +0.9% | 56,022 | -3.3% | 0.22% | -6.4% |
| Q2 2020 | $2,864,000 | -19.4% | 57,958 | -29.5% | 0.24% | -29.6% |
| Q1 2020 | $3,555,000 | -26.5% | 82,223 | -2.9% | 0.33% | -10.0% |
| Q4 2019 | $4,835,000 | +5.2% | 84,683 | -2.0% | 0.37% | -5.4% |
| Q3 2019 | $4,595,000 | -15.8% | 86,412 | -13.8% | 0.39% | -21.0% |
| Q2 2019 | $5,456,000 | +2.3% | 100,192 | +3.9% | 0.50% | -1.6% |
| Q1 2019 | $5,334,000 | +20.7% | 96,466 | +11.1% | 0.50% | +5.4% |
| Q4 2018 | $4,418,000 | +53.1% | 86,821 | +75.6% | 0.48% | +56.2% |
| Q3 2018 | $2,886,000 | +20.2% | 49,436 | +18.7% | 0.31% | +12.9% |
| Q2 2018 | $2,400,000 | +28.4% | 41,660 | +32.5% | 0.27% | +25.5% |
| Q1 2018 | $1,869,000 | +87.8% | 31,447 | +89.8% | 0.22% | +89.5% |
| Q4 2017 | $995,000 | – | 16,572 | – | 0.11% | – |
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% |