JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 134 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,025,142 | +7.5% | 18,872 | 0.0% | 0.50% | -3.3% |
| Q3 2023 | $953,993 | -3.8% | 18,872 | -1.2% | 0.52% | -0.2% |
| Q2 2023 | $991,564 | -50.7% | 19,094 | -50.4% | 0.52% | -3.5% |
| Q1 2023 | $2,012,706 | -78.0% | 38,476 | -79.3% | 0.54% | -89.5% |
| Q4 2022 | $9,153,557 | +8.8% | 185,746 | -5.4% | 5.15% | +0.0% |
| Q3 2022 | $8,412,000 | -10.4% | 196,450 | +2.2% | 5.15% | -3.7% |
| Q2 2022 | $9,385,000 | -13.0% | 192,206 | +0.6% | 5.35% | -4.5% |
| Q1 2022 | $10,793,000 | -9.8% | 191,030 | -5.5% | 5.60% | -9.6% |
| Q4 2021 | $11,965,000 | -2.4% | 202,221 | -0.5% | 6.19% | -2.9% |
| Q3 2021 | $12,259,000 | -5.6% | 203,259 | -2.2% | 6.38% | -0.1% |
| Q2 2021 | $12,983,000 | +6.5% | 207,895 | +4.1% | 6.39% | -3.5% |
| Q1 2021 | $12,186,000 | +6.6% | 199,769 | +1.7% | 6.62% | +2.6% |
| Q4 2020 | $11,435,000 | +90.9% | 196,440 | +69.3% | 6.45% | +62.5% |
| Q3 2020 | $5,989,000 | -99.9% | 116,034 | +6.8% | 3.97% | +6.7% |
| Q2 2020 | $5,597,418,000 | +198601.4% | 108,678 | +66.8% | 3.72% | +62.3% |
| Q1 2020 | $2,817,000 | -7.2% | 65,155 | +22.6% | 2.29% | +14.0% |
| Q4 2019 | $3,034,000 | +39.4% | 53,136 | +29.8% | 2.01% | +26.5% |
| Q3 2019 | $2,177,000 | +11.8% | 40,946 | +14.5% | 1.59% | +11.6% |
| Q2 2019 | $1,947,000 | +17.9% | 35,748 | +19.8% | 1.42% | +13.0% |
| Q1 2019 | $1,651,000 | +22.4% | 29,852 | +12.6% | 1.26% | +10.6% |
| Q4 2018 | $1,349,000 | -43.8% | 26,502 | -35.6% | 1.14% | -37.7% |
| Q3 2018 | $2,401,000 | +13.0% | 41,128 | +11.5% | 1.83% | +10.1% |
| Q2 2018 | $2,125,000 | +34.6% | 36,897 | +38.9% | 1.66% | +35.7% |
| Q1 2018 | $1,579,000 | +157.2% | 26,564 | +159.6% | 1.22% | +161.9% |
| Q4 2017 | $614,000 | – | 10,233 | – | 0.47% | – |
Download | ||||||
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% |