JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 113 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $239,625 | -3.3% | 4,740 | -0.6% | 0.00% | 0.0% |
| Q2 2023 | $247,693 | +0.2% | 4,770 | +1.0% | 0.00% | 0.0% |
| Q1 2023 | $247,112 | -6.9% | 4,724 | -12.3% | 0.00% | -25.0% |
| Q4 2022 | $265,527 | +10.2% | 5,388 | -4.4% | 0.00% | 0.0% |
| Q3 2022 | $241,000 | -28.3% | 5,634 | -18.2% | 0.00% | -20.0% |
| Q2 2022 | $336,000 | -9.4% | 6,889 | +5.0% | 0.01% | 0.0% |
| Q1 2022 | $371,000 | -4.4% | 6,564 | +0.2% | 0.01% | -16.7% |
| Q4 2021 | $388,000 | -4.4% | 6,551 | -3.1% | 0.01% | -14.3% |
| Q3 2021 | $406,000 | -3.3% | 6,758 | +0.4% | 0.01% | -12.5% |
| Q2 2021 | $420,000 | -62.5% | 6,732 | -63.3% | 0.01% | -66.7% |
| Q1 2021 | $1,119,000 | +4.5% | 18,328 | -0.5% | 0.02% | -4.0% |
| Q4 2020 | $1,071,000 | -7.4% | 18,412 | -18.0% | 0.02% | +31.6% |
| Q3 2020 | $1,157,000 | +0.7% | 22,451 | -3.5% | 0.02% | -42.4% |
| Q2 2020 | $1,149,000 | +5.4% | 23,257 | -7.6% | 0.03% | 0.0% |
| Q1 2020 | $1,090,000 | -38.9% | 25,177 | -19.5% | 0.03% | -19.5% |
| Q4 2019 | $1,785,000 | +5.9% | 31,271 | -1.5% | 0.04% | -39.7% |
| Q3 2019 | $1,686,000 | -21.0% | 31,736 | -19.1% | 0.07% | -27.7% |
| Q2 2019 | $2,135,000 | -15.2% | 39,210 | -13.9% | 0.09% | -29.9% |
| Q1 2019 | $2,518,000 | +1.8% | 45,547 | -6.2% | 0.13% | -67.8% |
| Q4 2018 | $2,473,000 | – | 48,557 | – | 0.42% | – |
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% |