JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 102 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q4 2017. The put-call ratio across all filers is 5.30 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $87,000 | -43.1% | 1,530 | -46.8% | 0.04% | -44.3% |
| Q3 2019 | $153,000 | -33.8% | 2,875 | -32.3% | 0.07% | -34.0% |
| Q2 2019 | $231,000 | -10.5% | 4,245 | -9.0% | 0.11% | -4.5% |
| Q1 2019 | $258,000 | 0.0% | 4,667 | -8.1% | 0.11% | -9.0% |
| Q4 2018 | $258,000 | -23.4% | 5,077 | -12.0% | 0.12% | -3.2% |
| Q3 2018 | $337,000 | -7.4% | 5,767 | -8.9% | 0.13% | -16.6% |
| Q2 2018 | $364,000 | +8.3% | 6,327 | +12.0% | 0.15% | +55.7% |
| Q1 2018 | $336,000 | +27.3% | 5,647 | +28.6% | 0.10% | +26.0% |
| Q4 2017 | $264,000 | +67.1% | 4,390 | +60.5% | 0.08% | +45.3% |
| Q3 2017 | $158,000 | +209.8% | 2,735 | +203.9% | 0.05% | +194.4% |
| Q2 2017 | $51,000 | – | 900 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DWM Financial Group, Inc. | 162,738 | $9,291,000 | 9.46% |
| CreativeOne Wealth, LLC | 705,924 | $40,301,000 | 6.80% |
| Lee Financial Group Hawaii, Inc. | 120,955 | $6,905,000 | 5.45% |
| Sterneck Capital Management, LLC | 113,487 | $6,479,000 | 5.16% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2,146,394 | $122,545,000 | 4.32% |
| Lenox Wealth Advisors, LLC | 469,343 | $26,795,000 | 4.17% |
| PACIFIC FINANCIAL GROUP INC | 730,984 | $41,732,000 | 4.11% |
| Day & Ennis, LLC | 144,634 | $8,257,000 | 4.05% |
| GeoWealth Management, LLC | 122,845 | $7,013,000 | 3.77% |
| Schneider Downs Wealth Management Advisors, LP | 140,338 | $8,012,000 | 2.39% |