JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 116 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $245,000 | -53.6% | 4,730 | -53.1% | 0.00% | -100.0% |
| Q1 2023 | $528,000 | -11.4% | 10,085 | -17.0% | 0.00% | 0.0% |
| Q4 2022 | $596,000 | -9.6% | 12,148 | -21.0% | 0.00% | -50.0% |
| Q3 2022 | $659,000 | -14.4% | 15,383 | -2.6% | 0.00% | 0.0% |
| Q2 2022 | $770,000 | -61.0% | 15,797 | -54.8% | 0.00% | -50.0% |
| Q1 2022 | $1,974,000 | -4.8% | 34,964 | -0.4% | 0.00% | -20.0% |
| Q4 2021 | $2,074,000 | -9.5% | 35,108 | -7.7% | 0.01% | -16.7% |
| Q3 2021 | $2,292,000 | -2.6% | 38,025 | +0.8% | 0.01% | -14.3% |
| Q2 2021 | $2,352,000 | +1.2% | 37,739 | -0.9% | 0.01% | 0.0% |
| Q1 2021 | $2,325,000 | +4.4% | 38,085 | -0.3% | 0.01% | -22.2% |
| Q4 2020 | $2,226,000 | +11.5% | 38,201 | -1.4% | 0.01% | -10.0% |
| Q3 2020 | $1,996,000 | +3.8% | 38,739 | -0.3% | 0.01% | 0.0% |
| Q2 2020 | $1,923,000 | -1.3% | 38,874 | -13.6% | 0.01% | -23.1% |
| Q1 2020 | $1,949,000 | -39.9% | 44,989 | -20.8% | 0.01% | -31.6% |
| Q4 2019 | $3,241,000 | +8.6% | 56,811 | +1.0% | 0.02% | +18.8% |
| Q3 2019 | $2,984,000 | +2.9% | 56,258 | +5.3% | 0.02% | -5.9% |
| Q2 2019 | $2,900,000 | -1.0% | 53,411 | +0.8% | 0.02% | -15.0% |
| Q1 2019 | $2,928,000 | +24.2% | 53,010 | +14.5% | 0.02% | +11.1% |
| Q4 2018 | $2,358,000 | +20.6% | 46,313 | +38.4% | 0.02% | +28.6% |
| Q3 2018 | $1,955,000 | -37.3% | 33,469 | -38.0% | 0.01% | -41.7% |
| Q2 2018 | $3,120,000 | +11.4% | 54,020 | +14.9% | 0.02% | +4.3% |
| Q1 2018 | $2,800,000 | +16.0% | 47,034 | +17.0% | 0.02% | +15.0% |
| Q4 2017 | $2,414,000 | +54.2% | 40,183 | +48.8% | 0.02% | +53.8% |
| Q3 2017 | $1,566,000 | -2.6% | 26,996 | -5.4% | 0.01% | -7.1% |
| Q2 2017 | $1,607,000 | – | 28,545 | – | 0.01% | – |
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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% |