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 | $1,012,000 | -12.8% | 20,730 | -1.1% | 0.07% | +421.4% |
| Q1 2022 | $1,161,000 | -7.9% | 20,953 | -1.6% | 0.01% | -83.1% |
| Q4 2021 | $1,260,000 | -9.4% | 21,295 | -7.6% | 0.08% | -13.5% |
| Q3 2021 | $1,390,000 | -4.7% | 23,049 | -1.3% | 0.10% | -5.9% |
| Q2 2021 | $1,458,000 | -2.1% | 23,345 | -4.4% | 0.10% | -10.5% |
| Q1 2021 | $1,490,000 | -3.7% | 24,429 | -8.1% | 0.11% | -10.2% |
| Q4 2020 | $1,548,000 | +11.7% | 26,590 | -1.0% | 0.13% | 0.0% |
| Q3 2020 | $1,386,000 | -6.3% | 26,852 | -10.3% | 0.13% | -6.6% |
| Q2 2020 | $1,479,000 | -69.2% | 29,932 | -73.1% | 0.14% | -82.7% |
| Q1 2020 | $4,805,000 | -56.2% | 111,113 | -42.1% | 0.78% | -55.4% |
| Q4 2019 | $10,962,000 | -24.2% | 192,021 | -29.4% | 1.76% | -17.7% |
| Q3 2019 | $14,459,000 | -7.4% | 271,933 | -5.1% | 2.14% | -7.3% |
| Q2 2019 | $15,607,000 | -7.8% | 286,577 | -6.3% | 2.30% | +0.4% |
| Q1 2019 | $16,919,000 | +10.4% | 306,005 | +1.6% | 2.29% | -1.4% |
| Q4 2018 | $15,325,000 | -17.8% | 301,144 | -5.7% | 2.32% | +30.5% |
| Q3 2018 | $18,653,000 | +1.9% | 319,508 | +0.5% | 1.78% | -32.0% |
| Q2 2018 | $18,314,000 | +0.1% | 317,953 | +3.3% | 2.62% | +2.3% |
| Q1 2018 | $18,287,000 | +6.8% | 307,709 | +8.0% | 2.56% | -6.8% |
| Q4 2017 | $17,116,000 | +9.4% | 285,025 | +5.5% | 2.75% | +21.9% |
| Q3 2017 | $15,643,000 | +2.0% | 270,122 | -1.1% | 2.25% | -4.1% |
| Q2 2017 | $15,343,000 | +7.9% | 273,153 | +1.9% | 2.35% | +8.0% |
| Q1 2017 | $14,220,000 | +22.1% | 268,006 | +12.6% | 2.18% | +14.3% |
| Q4 2016 | $11,647,000 | -17.0% | 237,978 | -11.3% | 1.90% | -10.7% |
| Q3 2016 | $14,035,000 | – | 268,258 | – | 2.13% | – |
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% |