JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 140 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $20 | 0.0% | 382 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $20 | +900.0% | 382 | +1428.0% | 0.00% | – |
| Q4 2022 | $2 | -99.9% | 25 | -44.4% | 0.00% | -100.0% |
| Q2 2019 | $3,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $3,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $3,000 | -99.7% | 45 | -99.8% | 0.00% | -99.4% |
| Q1 2018 | $1,176,000 | +22.9% | 19,787 | +24.2% | 0.17% | +37.0% |
| Q4 2017 | $957,000 | +6.0% | 15,931 | +2.2% | 0.13% | +13.4% |
| Q3 2017 | $903,000 | +21.0% | 15,586 | +17.4% | 0.11% | +10.9% |
| Q2 2017 | $746,000 | – | 13,275 | – | 0.10% | – |
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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% |