JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 145 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,411,681 | -1.1% | 146,621 | +1.6% | 0.03% | -6.7% |
| Q2 2023 | $7,490,861 | +752.7% | 144,249 | +758.9% | 0.03% | +650.0% |
| Q1 2023 | $878,477 | +6.1% | 16,794 | -0.1% | 0.00% | 0.0% |
| Q4 2022 | $828,278 | -3.2% | 16,808 | -15.9% | 0.00% | -20.0% |
| Q3 2022 | $856,000 | +5606.7% | 19,992 | +6390.9% | 0.01% | – |
| Q2 2022 | $15,000 | -11.8% | 308 | 0.0% | 0.00% | – |
| Q1 2022 | $17,000 | -5.6% | 308 | 0.0% | 0.00% | – |
| Q4 2021 | $18,000 | -70.5% | 308 | -69.5% | 0.00% | -100.0% |
| Q3 2021 | $61,000 | -44.5% | 1,011 | -42.5% | 0.00% | 0.0% |
| Q2 2021 | $110,000 | +2.8% | 1,759 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $107,000 | +8.1% | 1,759 | +3.0% | 0.00% | 0.0% |
| Q4 2020 | $99,000 | +1880.0% | 1,707 | +1641.8% | 0.00% | – |
| Q3 2019 | $5,000 | 0.0% | 98 | 0.0% | 0.00% | – |
| Q2 2019 | $5,000 | – | 98 | – | 0.00% | – |
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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% |