JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 115 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DWM Financial Group, Inc. | 167,431 | $9,746,000 | 13.27% |
| Choice Wealth Advisors, LLC | 190,942 | $11,115,000 | 10.03% |
| Stonehearth Capital Management, LLC | 196,440 | $11,435,000 | 6.45% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3,699,342 | $220,629,000 | 4.99% |
| Sterneck Capital Management, LLC | 108,936 | $6,341,000 | 4.76% |
| Lenox Wealth Advisors, LLC | 506,773 | $29,499,000 | 4.20% |
| CreativeOne Wealth, LLC | 706,294 | $41,113,000 | 3.40% |
| Day & Ennis, LLC | 131,539 | $7,657,000 | 3.04% |
| LexAurum Advisors, LLC | 98,383 | $5,727,000 | 2.05% |
| GeoWealth Management, LLC | 218,391 | $12,712,000 | 2.04% |