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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,648,956 | +3.2% | 52,403 | +6.0% | 0.01% | 0.0% |
| Q2 2023 | $2,568,003 | +4.2% | 49,451 | +4.9% | 0.01% | 0.0% |
| Q1 2023 | $2,465,323 | +39.2% | 47,129 | +31.1% | 0.01% | +25.0% |
| Q4 2022 | $1,771,221 | -11.8% | 35,942 | -23.4% | 0.00% | 0.0% |
| Q3 2022 | $2,008,000 | -17.6% | 46,892 | -6.1% | 0.00% | -20.0% |
| Q2 2022 | $2,438,000 | -0.9% | 49,942 | +14.7% | 0.01% | 0.0% |
| Q1 2022 | $2,461,000 | +7.5% | 43,554 | +12.5% | 0.01% | +25.0% |
| Q4 2021 | $2,290,000 | -0.8% | 38,706 | +1.2% | 0.00% | -20.0% |
| Q3 2021 | $2,308,000 | +15.2% | 38,263 | +19.3% | 0.01% | +25.0% |
| Q2 2021 | $2,003,000 | +8.2% | 32,080 | +5.7% | 0.00% | 0.0% |
| Q1 2021 | $1,851,000 | +14.8% | 30,346 | +9.5% | 0.00% | 0.0% |
| Q4 2020 | $1,613,000 | -54.6% | 27,715 | -59.8% | 0.00% | -60.0% |
| Q3 2020 | $3,556,000 | +3.8% | 68,910 | -0.6% | 0.01% | -9.1% |
| Q2 2020 | $3,425,000 | +15.2% | 69,312 | +0.8% | 0.01% | -15.4% |
| Q1 2020 | $2,973,000 | -75.6% | 68,744 | -67.7% | 0.01% | -66.7% |
| Q4 2019 | $12,167,000 | -8.7% | 213,126 | -14.9% | 0.04% | -18.8% |
| Q3 2019 | $13,321,000 | +4.5% | 250,538 | +7.0% | 0.05% | -2.0% |
| Q2 2019 | $12,752,000 | +4.5% | 234,146 | +6.0% | 0.05% | -3.9% |
| Q1 2019 | $12,208,000 | -16.5% | 220,806 | -23.2% | 0.05% | -33.8% |
| Q4 2018 | $14,627,000 | -46.9% | 287,431 | -39.1% | 0.08% | -38.4% |
| Q3 2018 | $27,553,000 | +4.3% | 471,966 | +2.9% | 0.12% | -6.7% |
| Q2 2018 | $26,412,000 | -3.7% | 458,543 | -0.6% | 0.13% | -14.6% |
| Q1 2018 | $27,426,000 | +12.4% | 461,490 | +13.6% | 0.16% | +2.6% |
| Q4 2017 | $24,398,000 | +206.0% | 406,294 | +195.1% | 0.15% | +200.0% |
| Q3 2017 | $7,972,000 | +156.2% | 137,661 | +148.5% | 0.05% | +131.8% |
| Q2 2017 | $3,112,000 | +358.3% | 55,398 | +332.9% | 0.02% | +340.0% |
| Q1 2017 | $679,000 | +23.9% | 12,797 | +14.3% | 0.01% | 0.0% |
| Q4 2016 | $548,000 | +2.8% | 11,197 | +10.0% | 0.01% | 0.0% |
| Q3 2016 | $533,000 | +18.2% | 10,179 | +11.7% | 0.01% | +25.0% |
| Q2 2016 | $451,000 | – | 9,116 | – | 0.00% | – |
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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% |