JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 91 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $6,539,700 | +13.6% | 125,018 | +7.0% | 0.95% | +6.9% |
| Q4 2022 | $5,756,397 | +23.7% | 116,810 | +7.5% | 0.89% | +8.8% |
| Q3 2022 | $4,655,000 | -6.0% | 108,709 | +7.1% | 0.82% | -5.0% |
| Q2 2022 | $4,953,000 | -6.7% | 101,485 | +8.0% | 0.86% | +5.1% |
| Q1 2022 | $5,311,000 | +2.4% | 94,007 | +7.2% | 0.82% | +1.9% |
| Q4 2021 | $5,188,000 | +4.5% | 87,679 | +6.5% | 0.80% | -4.8% |
| Q3 2021 | $4,964,000 | +9.2% | 82,314 | +13.1% | 0.84% | +7.4% |
| Q2 2021 | $4,545,000 | +17.1% | 72,779 | +14.4% | 0.78% | +4.3% |
| Q1 2021 | $3,881,000 | +19.5% | 63,628 | +14.0% | 0.75% | +9.6% |
| Q4 2020 | $3,249,000 | +13.3% | 55,819 | +0.5% | 0.69% | -2.0% |
| Q3 2020 | $2,868,000 | -43.7% | 55,563 | -46.1% | 0.70% | -48.7% |
| Q2 2020 | $5,098,000 | +15.3% | 103,179 | +0.9% | 1.36% | +1.0% |
| Q1 2020 | $4,420,000 | -17.0% | 102,231 | +9.5% | 1.35% | -0.9% |
| Q4 2019 | $5,328,000 | +17.6% | 93,333 | +9.5% | 1.36% | +9.2% |
| Q3 2019 | $4,531,000 | +2.5% | 85,220 | +5.0% | 1.25% | +1.8% |
| Q2 2019 | $4,422,000 | +5.4% | 81,196 | +7.0% | 1.23% | +1.0% |
| Q1 2019 | $4,196,000 | +16.0% | 75,894 | +6.8% | 1.21% | +6.1% |
| Q4 2018 | $3,616,000 | -16.0% | 71,059 | -3.7% | 1.14% | -4.5% |
| Q3 2018 | $4,306,000 | +3.6% | 73,751 | +2.2% | 1.20% | -0.8% |
| Q2 2018 | $4,156,000 | +0.6% | 72,161 | +3.8% | 1.21% | -0.2% |
| Q1 2018 | $4,132,000 | +10.6% | 69,522 | +11.7% | 1.21% | +9.1% |
| Q4 2017 | $3,736,000 | +15.6% | 62,214 | +11.5% | 1.11% | +11.3% |
| Q3 2017 | $3,231,000 | +12.9% | 55,799 | +9.5% | 1.00% | +10.4% |
| Q2 2017 | $2,863,000 | +39.9% | 50,978 | +32.1% | 0.90% | +39.0% |
| Q1 2017 | $2,047,000 | +52.3% | 38,577 | +40.4% | 0.65% | +57.9% |
| Q4 2016 | $1,344,000 | – | 27,467 | – | 0.41% | – |
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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% |