JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 94 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| 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% |