JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 16 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,434,673 | +5.9% | 127,293 | +8.8% | 0.01% | +25.0% |
| Q2 2023 | $6,076,854 | +52.8% | 117,020 | +54.0% | 0.00% | +33.3% |
| Q1 2023 | $3,975,806 | +8.7% | 76,005 | +2.4% | 0.00% | 0.0% |
| Q4 2022 | $3,657,438 | -1.8% | 74,218 | -14.7% | 0.00% | -25.0% |
| Q3 2022 | $3,724,000 | -19.1% | 86,970 | -7.8% | 0.00% | 0.0% |
| Q2 2022 | $4,603,000 | -4.9% | 94,299 | +10.0% | 0.00% | 0.0% |
| Q1 2022 | $4,842,000 | -9.1% | 85,694 | -4.8% | 0.00% | 0.0% |
| Q4 2021 | $5,327,000 | -4.5% | 90,037 | -2.7% | 0.00% | -20.0% |
| Q3 2021 | $5,579,000 | -3.4% | 92,498 | +0.0% | 0.01% | -16.7% |
| Q2 2021 | $5,775,000 | -12.0% | 92,466 | -14.1% | 0.01% | -25.0% |
| Q1 2021 | $6,562,000 | -6.7% | 107,582 | -11.0% | 0.01% | -11.1% |
| Q4 2020 | $7,035,000 | +4.4% | 120,851 | -7.5% | 0.01% | -18.2% |
| Q3 2020 | $6,741,000 | -14.4% | 130,620 | -18.1% | 0.01% | -21.4% |
| Q2 2020 | $7,877,000 | -17.1% | 159,431 | -27.4% | 0.01% | -30.0% |
| Q1 2020 | $9,497,000 | -44.0% | 219,637 | -26.0% | 0.02% | -35.5% |
| Q4 2019 | $16,954,000 | -17.2% | 296,971 | -22.9% | 0.03% | -26.2% |
| Q3 2019 | $20,482,000 | -13.3% | 385,219 | -11.2% | 0.04% | -16.0% |
| Q2 2019 | $23,617,000 | +32.2% | 433,649 | +34.2% | 0.05% | +22.0% |
| Q1 2019 | $17,861,000 | -6.2% | 323,049 | -13.6% | 0.04% | -19.6% |
| Q4 2018 | $19,035,000 | -28.2% | 374,049 | -17.6% | 0.05% | -20.3% |
| Q3 2018 | $26,516,000 | +18.8% | 454,195 | +17.2% | 0.06% | +8.5% |
| Q2 2018 | $22,324,000 | +23.0% | 387,575 | +26.9% | 0.06% | +18.0% |
| Q1 2018 | $18,148,000 | +23.2% | 305,375 | +24.5% | 0.05% | +11.1% |
| Q4 2017 | $14,728,000 | +27.1% | 245,269 | +22.6% | 0.04% | +9.8% |
| Q3 2017 | $11,589,000 | +163.4% | 200,118 | +155.5% | 0.04% | +141.2% |
| Q2 2017 | $4,400,000 | +42.7% | 78,331 | +34.8% | 0.02% | -19.0% |
| Q1 2017 | $3,084,000 | +7.9% | 58,122 | -0.2% | 0.02% | -4.5% |
| Q4 2016 | $2,858,000 | +182.7% | 58,211 | +198.6% | 0.02% | +120.0% |
| Q3 2016 | $1,011,000 | +32.7% | 19,495 | +24.9% | 0.01% | +66.7% |
| Q2 2016 | $762,000 | -6.5% | 15,606 | -7.8% | 0.01% | +200.0% |
| Q1 2016 | $815,000 | -3.9% | 16,920 | -2.7% | 0.00% | 0.0% |
| Q4 2015 | $848,000 | +144.4% | 17,390 | +151.5% | 0.00% | 0.0% |
| Q3 2015 | $347,000 | – | 6,915 | – | 0.00% | – |
Download | ||||||
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% |