JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 94 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $508,217 | -6.7% | 10,054 | -4.2% | 0.00% | -25.0% |
| Q2 2023 | $544,854 | -3.7% | 10,492 | -3.0% | 0.00% | 0.0% |
| Q1 2023 | $565,941 | -1.8% | 10,819 | -7.5% | 0.00% | -20.0% |
| Q4 2022 | $576,294 | +26.4% | 11,694 | +9.8% | 0.01% | -16.7% |
| Q3 2022 | $456,000 | +94.0% | 10,653 | +123.9% | 0.01% | 0.0% |
| Q2 2020 | $235,000 | -2.5% | 4,757 | -14.8% | 0.01% | -25.0% |
| Q1 2020 | $241,000 | -32.3% | 5,584 | -9.9% | 0.01% | -20.0% |
| Q4 2019 | $356,000 | +10.2% | 6,200 | +2.8% | 0.01% | 0.0% |
| Q3 2019 | $323,000 | -49.3% | 6,031 | -48.3% | 0.01% | -50.0% |
| Q2 2019 | $637,000 | -25.0% | 11,670 | -23.8% | 0.02% | -28.6% |
| Q1 2019 | $849,000 | -30.1% | 15,324 | -35.8% | 0.03% | -40.4% |
| Q4 2018 | $1,214,000 | -38.9% | 23,853 | -29.9% | 0.05% | -31.9% |
| Q3 2018 | $1,986,000 | -18.2% | 34,037 | -19.2% | 0.07% | -43.0% |
| Q2 2018 | $2,428,000 | -42.8% | 42,117 | -40.9% | 0.12% | -35.3% |
| Q1 2018 | $4,246,000 | +195.3% | 71,321 | +197.3% | 0.19% | +211.7% |
| Q4 2017 | $1,438,000 | +9.2% | 23,993 | +5.4% | 0.06% | 0.0% |
| Q3 2017 | $1,317,000 | +2.6% | 22,770 | -0.7% | 0.06% | -1.6% |
| Q2 2017 | $1,284,000 | +39.9% | 22,938 | +32.4% | 0.06% | +38.6% |
| Q1 2017 | $918,000 | 0.0% | 17,323 | -7.9% | 0.04% | -8.3% |
| Q4 2016 | $918,000 | -39.5% | 18,800 | -35.2% | 0.05% | -17.2% |
| Q3 2016 | $1,517,000 | +74.0% | 28,990 | +64.2% | 0.06% | +13.7% |
| Q2 2016 | $872,000 | +39.7% | 17,660 | +39.9% | 0.05% | +30.8% |
| Q1 2016 | $624,000 | +90.2% | 12,620 | +88.9% | 0.04% | +85.7% |
| Q4 2015 | $328,000 | – | 6,680 | – | 0.02% | – |
Download | ||||||
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% |