JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 102 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q4 2017. The put-call ratio across all filers is 5.30 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,286,124 | -89.4% | 45,225 | -89.1% | 0.00% | -100.0% |
| Q2 2023 | $21,534,436 | +1072.9% | 414,682 | +1081.5% | 0.00% | – |
| Q1 2023 | $1,835,976 | +165.0% | 35,098 | +149.7% | 0.00% | – |
| Q4 2022 | $692,778 | -62.9% | 14,058 | -63.2% | 0.00% | – |
| Q2 2022 | $1,866,000 | -71.6% | 38,220 | -67.2% | 0.00% | -100.0% |
| Q1 2022 | $6,574,000 | +272.3% | 116,349 | +289.9% | 0.00% | – |
| Q4 2021 | $1,766,000 | +539.9% | 29,842 | +552.1% | 0.00% | – |
| Q3 2021 | $276,000 | -76.4% | 4,576 | -76.1% | 0.00% | – |
| Q1 2021 | $1,169,000 | -85.7% | 19,158 | -86.3% | 0.00% | -100.0% |
| Q4 2020 | $8,166,000 | +392.2% | 140,280 | +336.4% | 0.00% | – |
| Q3 2020 | $1,659,000 | -90.4% | 32,146 | -90.8% | 0.00% | -100.0% |
| Q2 2020 | $17,272,000 | +473.6% | 349,566 | +401.9% | 0.01% | +500.0% |
| Q1 2020 | $3,011,000 | +330.1% | 69,644 | +467.7% | 0.00% | – |
| Q4 2019 | $700,000 | -74.5% | 12,267 | -76.3% | 0.00% | -100.0% |
| Q3 2019 | $2,747,000 | -80.2% | 51,659 | -79.8% | 0.00% | -83.3% |
| Q2 2019 | $13,904,000 | +91.7% | 255,298 | +94.6% | 0.01% | +50.0% |
| Q1 2019 | $7,253,000 | -44.0% | 131,173 | -48.4% | 0.00% | -42.9% |
| Q4 2018 | $12,943,000 | +51.0% | 254,331 | +70.9% | 0.01% | +75.0% |
| Q2 2018 | $8,570,000 | +101.1% | 148,777 | +107.5% | 0.00% | +100.0% |
| Q1 2018 | $4,261,000 | -71.0% | 71,696 | -71.7% | 0.00% | -81.8% |
| Q3 2017 | $14,671,000 | – | 253,347 | – | 0.01% | – |
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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% |