JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 110 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $1,770,000 | -37.3% | 36,269 | -27.4% | 0.06% | -24.1% |
| Q1 2022 | $2,824,000 | -41.7% | 49,982 | -39.0% | 0.08% | -37.3% |
| Q4 2021 | $4,848,000 | -16.4% | 81,940 | -14.8% | 0.13% | -23.2% |
| Q3 2021 | $5,801,000 | -9.7% | 96,194 | -6.5% | 0.16% | -11.8% |
| Q2 2021 | $6,423,000 | -28.2% | 102,854 | -29.8% | 0.19% | -33.8% |
| Q1 2021 | $8,942,000 | -70.6% | 146,587 | -71.9% | 0.28% | -72.0% |
| Q4 2020 | $30,419,000 | +31.6% | 522,581 | +16.7% | 1.00% | +15.4% |
| Q3 2020 | $23,117,000 | +23.0% | 447,911 | +17.8% | 0.87% | +15.4% |
| Q2 2020 | $18,788,000 | -35.1% | 380,247 | -43.2% | 0.75% | -47.6% |
| Q1 2020 | $28,952,000 | -40.8% | 669,575 | -21.8% | 1.44% | -25.9% |
| Q4 2019 | $48,898,000 | +8.6% | 856,499 | +1.2% | 1.94% | -2.1% |
| Q3 2019 | $45,018,000 | -2.8% | 846,678 | -0.4% | 1.98% | -5.6% |
| Q2 2019 | $46,317,000 | -0.2% | 850,480 | +1.3% | 2.10% | -36.9% |
| Q1 2019 | $46,407,000 | -0.1% | 839,336 | -8.1% | 3.32% | -10.1% |
| Q4 2018 | $46,464,000 | – | 913,034 | – | 3.70% | – |
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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% |