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 Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
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% | – |
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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% |