JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 116 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $5,052,000 | +9.2% | 86,790 | -3.2% | 0.02% | -7.7% |
| Q3 2020 | $4,625,000 | +3.3% | 89,619 | -1.1% | 0.03% | -7.1% |
| Q2 2020 | $4,478,000 | +13.2% | 90,632 | -0.9% | 0.03% | -9.7% |
| Q1 2020 | $3,956,000 | -28.0% | 91,497 | -5.0% | 0.03% | -13.9% |
| Q4 2019 | $5,497,000 | +7.1% | 96,292 | -0.2% | 0.04% | -2.7% |
| Q3 2019 | $5,131,000 | -2.7% | 96,503 | -0.4% | 0.04% | -9.8% |
| Q2 2019 | $5,276,000 | -64.6% | 96,885 | -64.0% | 0.04% | -66.7% |
| Q1 2019 | $14,896,000 | +3578.0% | 269,412 | +3282.4% | 0.12% | +2975.0% |
| Q4 2018 | $405,000 | -24.6% | 7,965 | -13.4% | 0.00% | -20.0% |
| Q3 2018 | $537,000 | +6.1% | 9,195 | +4.6% | 0.01% | 0.0% |
| Q2 2018 | $506,000 | +86.0% | 8,791 | +91.8% | 0.01% | +66.7% |
| Q1 2018 | $272,000 | +13.3% | 4,583 | +14.6% | 0.00% | +50.0% |
| Q4 2017 | $240,000 | +3.4% | 4,000 | 0.0% | 0.00% | -33.3% |
| Q3 2017 | $232,000 | – | 4,000 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DWM Financial Group, Inc. | 167,431 | $9,746,000 | 13.27% |
| Choice Wealth Advisors, LLC | 190,942 | $11,115,000 | 10.03% |
| Stonehearth Capital Management, LLC | 196,440 | $11,435,000 | 6.45% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3,699,342 | $220,629,000 | 4.99% |
| Sterneck Capital Management, LLC | 108,936 | $6,341,000 | 4.76% |
| Lenox Wealth Advisors, LLC | 506,773 | $29,499,000 | 4.20% |
| CreativeOne Wealth, LLC | 706,294 | $41,113,000 | 3.40% |
| Day & Ennis, LLC | 131,539 | $7,657,000 | 3.04% |
| LexAurum Advisors, LLC | 98,383 | $5,727,000 | 2.05% |
| GeoWealth Management, LLC | 218,391 | $12,712,000 | 2.04% |