JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 94 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $875,829 | +75.1% | 17,326 | +79.9% | 0.00% | – |
| Q2 2023 | $500,138 | -15.3% | 9,631 | -19.7% | 0.00% | – |
| Q4 2022 | $590,769 | +2.2% | 11,988 | -11.1% | 0.00% | – |
| Q3 2022 | $578,000 | -58.3% | 13,492 | -52.5% | 0.00% | – |
| Q2 2022 | $1,386,000 | -8.7% | 28,386 | +5.7% | 0.00% | – |
| Q1 2022 | $1,518,000 | +2.8% | 26,861 | +7.7% | 0.00% | – |
| Q4 2021 | $1,476,000 | -56.3% | 24,930 | -55.5% | 0.00% | – |
| Q3 2021 | $3,375,000 | -49.5% | 55,967 | -47.7% | 0.00% | -100.0% |
| Q2 2021 | $6,677,000 | +52.6% | 106,923 | +49.1% | 0.00% | 0.0% |
| Q1 2021 | $4,376,000 | +629.3% | 71,735 | +595.6% | 0.00% | – |
| Q4 2020 | $600,000 | -62.8% | 10,312 | -67.0% | 0.00% | – |
| Q3 2020 | $1,614,000 | -79.8% | 31,280 | -80.7% | 0.00% | -100.0% |
| Q2 2020 | $7,998,000 | +453.1% | 161,885 | +495.5% | 0.00% | – |
| Q3 2019 | $1,446,000 | +95.1% | 27,183 | +102.8% | 0.00% | – |
| Q1 2019 | $741,000 | +28.2% | 13,406 | +35.4% | 0.00% | – |
| Q3 2018 | $578,000 | -84.4% | 9,900 | -84.6% | 0.00% | -100.0% |
| Q2 2018 | $3,705,000 | +157.5% | 64,328 | +165.8% | 0.00% | – |
| Q1 2018 | $1,439,000 | -60.8% | 24,202 | -60.4% | 0.00% | -100.0% |
| Q4 2017 | $3,673,000 | +110.0% | 61,176 | +102.6% | 0.00% | – |
| Q3 2017 | $1,749,000 | +113.6% | 30,200 | +95.7% | 0.00% | – |
| Q1 2017 | $819,000 | +51.7% | 15,428 | +39.7% | 0.00% | – |
| Q4 2016 | $540,000 | +3.4% | 11,043 | +4.7% | 0.00% | – |
| Q2 2016 | $522,000 | -74.2% | 10,544 | -74.1% | 0.00% | -100.0% |
| Q1 2016 | $2,024,000 | – | 40,784 | – | 0.00% | – |
Download | ||||||
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% |