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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $307,000 | -13.8% | 6,296 | -0.2% | 0.01% | -14.3% |
| Q1 2022 | $356,000 | -4.6% | 6,306 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $373,000 | -19.6% | 6,306 | -18.0% | 0.01% | -30.0% |
| Q3 2021 | $464,000 | -11.8% | 7,689 | -8.8% | 0.01% | -23.1% |
| Q2 2021 | $526,000 | -21.7% | 8,428 | -23.5% | 0.01% | -60.6% |
| Q1 2021 | $672,000 | -47.0% | 11,015 | -49.4% | 0.03% | -50.0% |
| Q4 2020 | $1,267,000 | -34.8% | 21,769 | -42.2% | 0.07% | -55.7% |
| Q3 2020 | $1,943,000 | – | 37,657 | – | 0.15% | – |
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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% |