JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 104 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $8,100,590 | +2.5% | 146,537 | +4.5% | 0.03% | -10.3% |
| Q1 2024 | $7,901,627 | +3.3% | 140,274 | -0.4% | 0.03% | +11.5% |
| Q4 2023 | $7,650,194 | +3.2% | 140,836 | -3.9% | 0.03% | -7.1% |
| 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 ↓ |
|---|---|---|---|
| Stonehearth Capital Management, LLC | 185,746 | $9,153,557 | 5.15% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 6,838,712 | $360,878,840 | 4.64% |
| Sterneck Capital Management, LLC | 113,721 | $5,604,194 | 3.72% |
| CreativeOne Wealth, LLC | 751,278 | $37,023 | 2.04% |
| BELLEVUE ASSET MANAGEMENT, LLC | 47,789 | $2,358,435 | 1.82% |
| Day & Ennis, LLC | 91,577 | $4,512,917 | 1.75% |
| LexAurum Advisors, LLC | 77,633 | $3,825,754 | 1.37% |
| Quantitative Advantage, LLC | 116,810 | $5,756,397 | 0.89% |
| Vawter Financial, Ltd. | 12,294 | $605,852 | 0.71% |
| GeoWealth Management, LLC | 105,894 | $5,218 | 0.55% |