JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 104 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,249,556 | -50.9% | 64,284 | -49.6% | 0.07% | -49.7% |
Q2 2023 | $6,624,969 | +25.6% | 127,575 | +26.5% | 0.14% | +37.5% |
Q1 2023 | $5,276,457 | -2.7% | 100,869 | -8.4% | 0.10% | -32.5% |
Q4 2022 | $5,424,249 | +415.6% | 110,070 | +348.0% | 0.15% | +366.7% |
Q3 2022 | $1,052,000 | -74.5% | 24,570 | -70.9% | 0.03% | -71.6% |
Q2 2022 | $4,125,000 | -19.8% | 84,518 | -7.2% | 0.12% | -19.4% |
Q1 2022 | $5,144,000 | +51.2% | 91,044 | +61.5% | 0.14% | +5.1% |
Q3 2021 | $3,401,000 | +34.1% | 56,386 | +38.8% | 0.14% | +59.3% |
Q2 2021 | $2,537,000 | -3.4% | 40,618 | -5.6% | 0.09% | -41.1% |
Q1 2021 | $2,625,000 | +318.0% | 43,035 | +253.5% | 0.15% | +192.0% |
Q3 2020 | $628,000 | -23.5% | 12,174 | -26.7% | 0.05% | -15.3% |
Q2 2020 | $821,000 | +65.9% | 16,609 | +82.8% | 0.06% | -4.8% |
Q2 2019 | $495,000 | +83.3% | 9,084 | +86.3% | 0.06% | +37.8% |
Q1 2019 | $270,000 | – | 4,875 | – | 0.04% | – |
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% |