JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 111 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,275,720 | -33.4% | 25,237 | -31.6% | 0.00% | 0.0% |
| Q2 2023 | $1,914,643 | -20.3% | 36,870 | -19.7% | 0.00% | 0.0% |
| Q1 2023 | $2,401,715 | +43.2% | 45,913 | +34.9% | 0.00% | 0.0% |
| Q4 2022 | $1,677,189 | +2.2% | 34,034 | -11.2% | 0.00% | 0.0% |
| Q3 2022 | $1,641,000 | -24.8% | 38,316 | -14.3% | 0.00% | 0.0% |
| Q2 2022 | $2,182,000 | -30.9% | 44,703 | -20.1% | 0.00% | -50.0% |
| Q1 2022 | $3,159,000 | -1.7% | 55,919 | +3.0% | 0.00% | 0.0% |
| Q4 2021 | $3,212,000 | -3.1% | 54,277 | -1.3% | 0.00% | 0.0% |
| Q3 2021 | $3,316,000 | -1.7% | 54,989 | +1.8% | 0.00% | 0.0% |
| Q2 2021 | $3,374,000 | +9.9% | 54,034 | +7.3% | 0.00% | 0.0% |
| Q1 2021 | $3,070,000 | -37.4% | 50,335 | -40.2% | 0.00% | -50.0% |
| Q4 2020 | $4,902,000 | +25.1% | 84,210 | +10.9% | 0.00% | +33.3% |
| Q3 2020 | $3,920,000 | +8.4% | 75,955 | +3.8% | 0.00% | -25.0% |
| Q2 2020 | $3,616,000 | +8.5% | 73,190 | -5.1% | 0.00% | 0.0% |
| Q1 2020 | $3,334,000 | -51.5% | 77,098 | -35.9% | 0.00% | -42.9% |
| Q4 2019 | $6,871,000 | +6.6% | 120,360 | -0.7% | 0.01% | 0.0% |
| Q3 2019 | $6,443,000 | -2.0% | 121,175 | +0.4% | 0.01% | -12.5% |
| Q2 2019 | $6,573,000 | -24.1% | 120,685 | -23.0% | 0.01% | -33.3% |
| Q1 2019 | $8,660,000 | +29.2% | 156,634 | +18.9% | 0.01% | +20.0% |
| Q4 2018 | $6,702,000 | -54.5% | 131,697 | -47.8% | 0.01% | -61.5% |
| Q3 2018 | $14,743,000 | -2.3% | 252,534 | -3.6% | 0.03% | -23.5% |
| Q2 2018 | $15,084,000 | -1.5% | 261,887 | +3.0% | 0.03% | -20.9% |
| Q1 2018 | $15,307,000 | +32.2% | 254,255 | +31.8% | 0.04% | +65.4% |
| Q4 2017 | $11,580,000 | +12.7% | 192,852 | +8.7% | 0.03% | +4.0% |
| Q3 2017 | $10,274,000 | +24.9% | 177,390 | +21.1% | 0.02% | +8.7% |
| Q2 2017 | $8,227,000 | +23.8% | 146,475 | +17.0% | 0.02% | +9.5% |
| Q1 2017 | $6,643,000 | -3.7% | 125,190 | -11.2% | 0.02% | -16.0% |
| Q4 2016 | $6,900,000 | +0.3% | 140,995 | +7.2% | 0.02% | -7.4% |
| Q3 2016 | $6,882,000 | -13.1% | 131,529 | -17.8% | 0.03% | -15.6% |
| Q2 2016 | $7,918,000 | +70.7% | 160,015 | +71.2% | 0.03% | +60.0% |
| Q1 2016 | $4,638,000 | +1.1% | 93,448 | +0.5% | 0.02% | -4.8% |
| Q4 2015 | $4,586,000 | +14.4% | 93,024 | +12.2% | 0.02% | +5.0% |
| Q3 2015 | $4,007,000 | -2.4% | 82,931 | +4.8% | 0.02% | 0.0% |
| Q2 2015 | $4,107,000 | – | 79,155 | – | 0.02% | – |
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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% |