JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 100 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,115 | -6.0% | 61,627 | -3.5% | 0.15% | +1.4% |
| Q2 2023 | $3,315 | +633.4% | 63,830 | +638.1% | 0.14% | +700.0% |
| Q1 2023 | $452 | -17.8% | 8,648 | -22.5% | 0.02% | -35.7% |
| Q4 2022 | $550 | -100.0% | 11,162 | -81.2% | 0.03% | -79.6% |
| Q3 2022 | $2,547,000 | +88.4% | 59,477 | +148.5% | 0.14% | +191.5% |
| Q1 2022 | $1,352,000 | +67.7% | 23,935 | +75.7% | 0.05% | +113.6% |
| Q4 2021 | $806,000 | -49.0% | 13,620 | -48.0% | 0.02% | -65.6% |
| Q3 2021 | $1,580,000 | – | 26,190 | – | 0.06% | – |
| Q2 2021 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q1 2021 | $8,053,000 | +1020.0% | 132,011 | +968.5% | 0.44% | +789.8% |
| Q4 2020 | $719,000 | +3.8% | 12,355 | -8.0% | 0.05% | -3.9% |
| Q3 2020 | $693,000 | -71.0% | 13,427 | -72.2% | 0.05% | -73.0% |
| Q2 2020 | $2,390,000 | -64.1% | 48,363 | -68.6% | 0.19% | -48.1% |
| Q1 2020 | $6,655,000 | +169.5% | 153,906 | +255.9% | 0.36% | +74.2% |
| Q4 2019 | $2,469,000 | -54.1% | 43,248 | -57.3% | 0.21% | -44.7% |
| Q3 2019 | $5,381,000 | -22.5% | 101,202 | -20.7% | 0.38% | -17.5% |
| Q2 2019 | $6,947,000 | +168.3% | 127,569 | +172.4% | 0.46% | +209.5% |
| Q1 2019 | $2,589,000 | +4.3% | 46,826 | -4.0% | 0.15% | -1.3% |
| Q4 2018 | $2,482,000 | – | 48,769 | – | 0.15% | – |
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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% |