JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 100 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $17,396 | +16.0% | 353 | 0.0% | 0.01% | +11.1% |
| Q3 2022 | $15,000 | -28.6% | 353 | -19.2% | 0.01% | -18.2% |
| Q2 2022 | $21,000 | -47.5% | 437 | -11.9% | 0.01% | -42.1% |
| Q1 2022 | $40,000 | +48.1% | 496 | +7.8% | 0.02% | +90.0% |
| Q4 2021 | $27,000 | -18.2% | 460 | -15.1% | 0.01% | -28.6% |
| Q3 2021 | $33,000 | -5.7% | 542 | -2.3% | 0.01% | 0.0% |
| Q2 2021 | $35,000 | -47.0% | 555 | -48.8% | 0.01% | -50.0% |
| Q1 2021 | $66,000 | 0.0% | 1,083 | -4.4% | 0.03% | -6.7% |
| Q4 2020 | $66,000 | -15.4% | 1,133 | -24.6% | 0.03% | -23.1% |
| Q3 2020 | $78,000 | -6.0% | 1,502 | -11.1% | 0.04% | -4.9% |
| Q2 2020 | $83,000 | -5.7% | 1,689 | -16.8% | 0.04% | -47.4% |
| Q1 2020 | $88,000 | -29.0% | 2,031 | -6.6% | 0.08% | +39.3% |
| Q4 2019 | $124,000 | +8.8% | 2,175 | +1.5% | 0.06% | +7.7% |
| Q3 2019 | $114,000 | -19.7% | 2,142 | -17.8% | 0.05% | -20.0% |
| Q2 2019 | $142,000 | -33.6% | 2,606 | -32.6% | 0.06% | -36.9% |
| Q1 2019 | $214,000 | -5.7% | 3,867 | -13.4% | 0.10% | -12.7% |
| Q4 2018 | $227,000 | -10.6% | 4,464 | +2.7% | 0.12% | -2.5% |
| Q3 2018 | $254,000 | -6.6% | 4,347 | -7.8% | 0.12% | -6.2% |
| Q2 2018 | $272,000 | +36.0% | 4,714 | +39.9% | 0.13% | +35.8% |
| Q1 2018 | $200,000 | +41.8% | 3,369 | +43.1% | 0.10% | +53.2% |
| Q4 2017 | $141,000 | +464.0% | 2,354 | +452.6% | 0.06% | +463.6% |
| Q3 2017 | $25,000 | – | 426 | – | 0.01% | – |
Download | ||||||
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% |