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 | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $135,000 | -2.9% | 2,269 | -1.9% | 0.01% | 0.0% |
| Q4 2017 | $139,000 | -6.1% | 2,314 | -9.6% | 0.01% | 0.0% |
| Q3 2017 | $148,000 | -0.7% | 2,561 | -3.4% | 0.01% | +11.1% |
| Q2 2017 | $149,000 | -47.5% | 2,652 | -54.4% | 0.01% | -40.0% |
| Q4 2016 | $284,000 | -98.1% | 5,811 | -98.0% | 0.02% | -96.4% |
| Q3 2016 | $15,208,000 | +9.6% | 290,666 | +3.7% | 0.42% | +1.2% |
| Q2 2016 | $13,875,000 | – | 280,416 | – | 0.42% | – |
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% |