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 2021 | $36,000 | +5.9% | 590 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $34,000 | +6.2% | 590 | -4.7% | 0.00% | 0.0% |
| Q3 2020 | $32,000 | +3.2% | 619 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $31,000 | +19.2% | 619 | +1.3% | 0.00% | 0.0% |
| Q1 2020 | $26,000 | -54.4% | 611 | -39.1% | 0.00% | -50.0% |
| Q4 2019 | $57,000 | +1800.0% | 1,003 | +1467.2% | 0.00% | – |
| Q2 2019 | $3,000 | -83.3% | 64 | -79.7% | 0.00% | -100.0% |
| Q2 2017 | $18,000 | -57.1% | 315 | -60.5% | 0.00% | -66.7% |
| Q1 2017 | $42,000 | -96.8% | 798 | -97.1% | 0.01% | -97.2% |
| Q4 2016 | $1,333,000 | – | 27,241 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DWM Financial Group, Inc. | 167,431 | $9,746,000 | 13.27% |
| Choice Wealth Advisors, LLC | 190,942 | $11,115,000 | 10.03% |
| Stonehearth Capital Management, LLC | 196,440 | $11,435,000 | 6.45% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3,699,342 | $220,629,000 | 4.99% |
| Sterneck Capital Management, LLC | 108,936 | $6,341,000 | 4.76% |
| Lenox Wealth Advisors, LLC | 506,773 | $29,499,000 | 4.20% |
| CreativeOne Wealth, LLC | 706,294 | $41,113,000 | 3.40% |
| Day & Ennis, LLC | 131,539 | $7,657,000 | 3.04% |
| LexAurum Advisors, LLC | 98,383 | $5,727,000 | 2.05% |
| GeoWealth Management, LLC | 218,391 | $12,712,000 | 2.04% |