JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 100 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $156,352 | -7.5% | 3,093 | -5.0% | 0.00% | – |
| Q2 2023 | $169,032 | +93.1% | 3,255 | +94.6% | 0.00% | – |
| Q1 2023 | $87,514 | -9.7% | 1,673 | -14.9% | 0.00% | – |
| Q4 2022 | $96,934 | +42.6% | 1,967 | +23.1% | 0.00% | – |
| Q3 2022 | $68,000 | -12.8% | 1,598 | 0.0% | 0.00% | – |
| Q2 2022 | $78,000 | -73.8% | 1,598 | -69.7% | 0.00% | – |
| Q1 2022 | $298,000 | -30.0% | 5,276 | -26.8% | 0.00% | -100.0% |
| Q4 2021 | $426,000 | -16.3% | 7,210 | -14.5% | 0.00% | 0.0% |
| Q3 2021 | $509,000 | -2.7% | 8,435 | +0.7% | 0.00% | 0.0% |
| Q2 2021 | $523,000 | +4.2% | 8,379 | +1.7% | 0.00% | 0.0% |
| Q1 2021 | $502,000 | +91.6% | 8,236 | +83.1% | 0.00% | 0.0% |
| Q4 2020 | $262,000 | +1.2% | 4,497 | -10.5% | 0.00% | 0.0% |
| Q3 2020 | $259,000 | -18.3% | 5,024 | -21.6% | 0.00% | 0.0% |
| Q2 2020 | $317,000 | -13.2% | 6,411 | -24.1% | 0.00% | 0.0% |
| Q1 2020 | $365,000 | -19.1% | 8,448 | +6.8% | 0.00% | -50.0% |
| Q4 2019 | $451,000 | -28.9% | 7,907 | -33.7% | 0.00% | 0.0% |
| Q3 2019 | $634,000 | +0.6% | 11,924 | +3.1% | 0.00% | -33.3% |
| Q2 2019 | $630,000 | -70.8% | 11,562 | -70.3% | 0.00% | -66.7% |
| Q1 2019 | $2,156,000 | +1.6% | 38,991 | -6.5% | 0.01% | -18.2% |
| Q4 2018 | $2,122,000 | -39.4% | 41,695 | -30.5% | 0.01% | -38.9% |
| Q3 2018 | $3,503,000 | +3.4% | 60,001 | +2.0% | 0.02% | -5.3% |
| Q2 2018 | $3,389,000 | +18.7% | 58,845 | +22.5% | 0.02% | +11.8% |
| Q1 2018 | $2,855,000 | +16694.1% | 48,044 | +17370.5% | 0.02% | – |
| Q4 2017 | $17,000 | -60.5% | 275 | -63.5% | 0.00% | – |
| Q3 2017 | $43,000 | +760.0% | 753 | +796.4% | 0.00% | – |
| Q2 2017 | $5,000 | -73.7% | 84 | -76.5% | 0.00% | – |
| Q1 2017 | $19,000 | – | 358 | – | 0.00% | – |
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% |