JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 91 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,950 | -2.7% | 454 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $23,576 | -0.7% | 454 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $23,749 | +107850.0% | 454 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $22 | -99.9% | 454 | -4.4% | 0.00% | 0.0% |
| Q3 2022 | $20,000 | +400.0% | 475 | +533.3% | 0.00% | – |
| Q2 2022 | $4,000 | 0.0% | 75 | 0.0% | 0.00% | – |
| Q1 2022 | $4,000 | -33.3% | 75 | -23.5% | 0.00% | – |
| Q4 2021 | $6,000 | 0.0% | 98 | 0.0% | 0.00% | – |
| Q3 2021 | $6,000 | 0.0% | 98 | 0.0% | 0.00% | – |
| Q2 2021 | $6,000 | -14.3% | 98 | -19.0% | 0.00% | – |
| Q1 2021 | $7,000 | -53.3% | 121 | -54.5% | 0.00% | – |
| Q4 2020 | $15,000 | -60.5% | 266 | -63.6% | 0.00% | -100.0% |
| Q3 2020 | $38,000 | -44.1% | 730 | -46.8% | 0.00% | -33.3% |
| Q2 2020 | $68,000 | -99.6% | 1,372 | -99.7% | 0.00% | -99.6% |
| Q1 2020 | $17,130,000 | -25.1% | 396,154 | -1.1% | 0.79% | -6.9% |
| Q4 2019 | $22,872,000 | +7.3% | 400,638 | -0.0% | 0.85% | -8.5% |
| Q3 2019 | $21,310,000 | -2.3% | 400,791 | +0.0% | 0.93% | -4.9% |
| Q2 2019 | $21,822,000 | -1.9% | 400,695 | -0.4% | 0.98% | -3.1% |
| Q1 2019 | $22,239,000 | -0.6% | 402,223 | -8.5% | 1.01% | -6.2% |
| Q4 2018 | $22,373,000 | +3114.5% | 439,637 | +3590.1% | 1.08% | +3885.2% |
| Q3 2018 | $696,000 | +4.3% | 11,914 | +2.8% | 0.03% | -6.9% |
| Q2 2018 | $667,000 | -4.6% | 11,590 | -1.4% | 0.03% | -6.5% |
| Q1 2018 | $699,000 | -26.1% | 11,753 | -25.4% | 0.03% | -38.0% |
| Q4 2017 | $946,000 | +12.2% | 15,763 | +8.3% | 0.05% | +2.0% |
| Q3 2017 | $843,000 | +144.3% | 14,558 | +136.7% | 0.05% | +122.7% |
| Q2 2017 | $345,000 | +5.8% | 6,150 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $326,000 | +17.3% | 6,150 | +8.2% | 0.02% | +10.0% |
| Q4 2016 | $278,000 | – | 5,683 | – | 0.02% | – |
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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% |