JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 116 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $16,217 | -99.9% | 329,078 | -5.8% | 0.52% | -0.8% |
| Q3 2022 | $14,963,000 | +6.6% | 349,437 | +21.5% | 0.52% | +12.0% |
| Q2 2022 | $14,040,000 | -0.8% | 287,645 | +14.8% | 0.47% | +9.4% |
| Q1 2022 | $14,152,000 | -0.2% | 250,477 | +4.5% | 0.43% | +2.9% |
| Q4 2021 | $14,177,000 | -3.5% | 239,598 | -1.6% | 0.41% | -11.0% |
| Q3 2021 | $14,685,000 | -8.5% | 243,492 | -5.3% | 0.46% | -10.7% |
| Q2 2021 | $16,053,000 | -1.8% | 257,058 | -4.0% | 0.52% | -10.5% |
| Q1 2021 | $16,340,000 | -4.2% | 267,873 | -8.5% | 0.58% | -12.1% |
| Q4 2020 | $17,049,000 | +9.3% | 292,894 | -3.1% | 0.66% | -5.3% |
| Q3 2020 | $15,597,000 | -11.0% | 302,208 | -14.8% | 0.70% | -16.8% |
| Q2 2020 | $17,518,000 | +61.1% | 354,539 | +41.0% | 0.84% | +37.5% |
| Q1 2020 | $10,872,000 | -40.2% | 251,439 | -22.2% | 0.61% | -27.3% |
| Q4 2019 | $18,177,000 | -84.6% | 323,206 | -85.5% | 0.84% | -86.2% |
| Q3 2019 | $118,228,000 | +5.5% | 2,223,589 | +8.1% | 6.08% | +0.9% |
| Q2 2019 | $112,069,000 | +6.5% | 2,057,822 | +8.2% | 6.03% | +0.6% |
| Q1 2019 | $105,194,000 | +21.7% | 1,902,587 | +12.0% | 5.99% | +8.5% |
| Q4 2018 | $86,422,000 | -7.0% | 1,698,208 | +6.7% | 5.52% | -0.6% |
| Q3 2018 | $92,889,000 | +10.8% | 1,591,106 | +9.3% | 5.56% | +4.9% |
| Q2 2018 | $83,845,000 | +0.7% | 1,455,640 | +3.9% | 5.30% | -1.2% |
| Q1 2018 | $83,293,000 | +5.5% | 1,401,528 | +6.6% | 5.36% | +2.4% |
| Q4 2017 | $78,917,000 | +6.1% | 1,314,192 | +2.2% | 5.23% | +2.2% |
| Q3 2017 | $74,413,000 | +6.5% | 1,286,255 | +3.4% | 5.12% | -2.5% |
| Q2 2017 | $69,900,000 | +12.7% | 1,244,511 | +6.5% | 5.25% | +6.9% |
| Q1 2017 | $62,012,000 | +19.0% | 1,168,772 | +9.8% | 4.91% | +9.1% |
| Q4 2016 | $52,093,000 | +3.1% | 1,064,403 | +10.2% | 4.50% | -1.9% |
| Q3 2016 | $50,533,000 | +29.2% | 965,837 | +20.8% | 4.59% | +17.2% |
| Q2 2016 | $39,098,000 | +20.8% | 799,418 | +22.6% | 3.92% | +17.3% |
| Q1 2016 | $32,371,000 | – | 652,253 | – | 3.34% | – |
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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% |