JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 115 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,714,575 | -4.1% | 113,048 | -1.5% | 3.82% | +4.5% |
| Q2 2023 | $5,960,376 | +0.8% | 114,777 | +1.5% | 3.65% | -2.0% |
| Q1 2023 | $5,915,744 | +5.6% | 113,090 | -0.6% | 3.73% | +0.3% |
| Q4 2022 | $5,604,194 | +13.9% | 113,721 | -1.0% | 3.72% | +6.9% |
| Q3 2022 | $4,919,000 | -1.3% | 114,875 | +12.5% | 3.48% | +4.1% |
| Q2 2022 | $4,986,000 | -37.7% | 102,142 | -27.9% | 3.34% | -30.5% |
| Q1 2022 | $8,007,000 | +7.1% | 141,718 | +12.2% | 4.81% | +8.8% |
| Q4 2021 | $7,474,000 | +2.5% | 126,321 | +4.5% | 4.42% | -4.8% |
| Q3 2021 | $7,294,000 | -3.1% | 120,937 | +0.7% | 4.64% | -0.3% |
| Q2 2021 | $7,527,000 | +5.4% | 120,098 | +2.6% | 4.66% | -6.6% |
| Q1 2021 | $7,138,000 | +12.6% | 117,017 | +7.4% | 4.98% | +4.8% |
| Q4 2020 | $6,341,000 | +13.5% | 108,936 | +0.7% | 4.76% | +0.8% |
| Q3 2020 | $5,585,000 | +4.2% | 108,212 | -0.2% | 4.72% | -6.5% |
| Q2 2020 | $5,358,000 | +12.2% | 108,430 | -1.9% | 5.05% | +4.9% |
| Q1 2020 | $4,777,000 | -26.3% | 110,487 | -2.6% | 4.81% | -6.7% |
| Q4 2019 | $6,479,000 | +5.2% | 113,487 | -2.0% | 5.16% | -8.3% |
| Q3 2019 | $6,160,000 | -3.7% | 115,855 | -1.3% | 5.63% | +1.5% |
| Q2 2019 | $6,394,000 | -5.2% | 117,412 | -3.8% | 5.54% | -6.0% |
| Q1 2019 | $6,746,000 | +15.9% | 122,019 | +6.7% | 5.90% | +4.1% |
| Q4 2018 | $5,821,000 | +111.4% | 114,378 | +142.6% | 5.66% | +185.6% |
| Q3 2018 | $2,753,000 | -3.0% | 47,155 | -4.3% | 1.98% | +1.0% |
| Q2 2018 | $2,837,000 | -5.5% | 49,255 | -2.4% | 1.96% | +11.2% |
| Q1 2018 | $3,001,000 | +84.1% | 50,490 | +86.0% | 1.76% | +81.0% |
| Q4 2017 | $1,630,000 | +118.5% | 27,143 | +110.8% | 0.98% | +127.8% |
| Q3 2017 | $746,000 | +222.9% | 12,876 | +212.8% | 0.43% | +210.1% |
| Q2 2017 | $231,000 | – | 4,116 | – | 0.14% | – |
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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% |