JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 89 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $152 | -98.4% | 3 | -98.4% | 0.00% | – |
| Q2 2023 | $9,503 | -91.9% | 183 | -92.4% | 0.00% | -100.0% |
| Q4 2022 | $118,026 | +686.8% | 2,395 | +824.7% | 0.00% | – |
| Q1 2022 | $15,000 | -85.7% | 259 | -85.4% | 0.00% | – |
| Q4 2021 | $105,000 | +10400.0% | 1,776 | +11000.0% | 0.00% | – |
| Q3 2021 | $1,000 | -66.7% | 16 | -68.0% | 0.00% | – |
| Q1 2021 | $3,000 | 0.0% | 50 | -16.7% | 0.00% | – |
| Q3 2020 | $3,000 | -100.0% | 60 | -100.0% | 0.00% | -100.0% |
| Q2 2020 | $12,734,000 | +15.6% | 257,716 | +1.2% | 0.09% | -2.2% |
| Q1 2020 | $11,016,000 | -30.7% | 254,758 | -8.5% | 0.09% | -23.1% |
| Q4 2019 | $15,891,000 | +12.0% | 278,358 | +4.3% | 0.12% | +1.7% |
| Q3 2019 | $14,194,000 | +9.6% | 266,949 | +12.3% | 0.12% | +12.3% |
| Q2 2019 | $12,949,000 | +25.6% | 237,766 | +27.5% | 0.11% | +14.0% |
| Q1 2019 | $10,308,000 | +32.8% | 186,427 | +22.2% | 0.09% | +24.0% |
| Q4 2018 | $7,763,000 | +4.6% | 152,547 | +20.0% | 0.08% | +11.9% |
| Q3 2018 | $7,423,000 | +40.9% | 127,148 | +39.0% | 0.07% | +28.8% |
| Q2 2018 | $5,270,000 | +130.0% | 91,492 | +137.3% | 0.05% | +116.7% |
| Q1 2018 | $2,291,000 | – | 38,549 | – | 0.02% | – |
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% |