JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 110 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
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 ↓ |
|---|---|---|---|
| Choice Wealth Advisors, LLC | 213,325 | $13,322,000 | 9.57% |
| Stonehearth Capital Management, LLC | 207,895 | $12,983,000 | 6.39% |
| Sterneck Capital Management, LLC | 120,098 | $7,527,000 | 4.66% |
| Lenox Wealth Advisors, LLC | 538,816 | $33,649,000 | 4.31% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3,969,724 | $248,266,000 | 4.00% |
| Day & Ennis, LLC | 124,773 | $7,792,000 | 2.70% |
| CreativeOne Wealth, LLC | 673,914 | $42,086,000 | 2.60% |
| RVW Wealth, LLC | 243,026 | $15,000,000 | 1.88% |
| LexAurum Advisors, LLC | 101,244 | $6,323,000 | 1.87% |
| GeoWealth Management, LLC | 225,047 | $14,057,000 | 1.78% |