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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,436,648 | +0.3% | 48,203 | +3.1% | 0.02% | 0.0% |
| Q2 2023 | $2,428,538 | +3.0% | 46,766 | +3.8% | 0.02% | -12.5% |
| Q1 2023 | $2,357,332 | +0.5% | 45,065 | -5.3% | 0.02% | -7.7% |
| Q4 2022 | $2,344,867 | +13.9% | 47,583 | -1.0% | 0.03% | 0.0% |
| Q3 2022 | $2,058,000 | -7.3% | 48,062 | +5.7% | 0.03% | -13.3% |
| Q2 2022 | $2,220,000 | -10.6% | 45,489 | +3.4% | 0.03% | -6.2% |
| Q1 2022 | $2,484,000 | -3.0% | 43,976 | +1.6% | 0.03% | -11.1% |
| Q4 2021 | $2,560,000 | +4.3% | 43,273 | +6.3% | 0.04% | -12.2% |
| Q3 2021 | $2,454,000 | +30.1% | 40,691 | +34.8% | 0.04% | +17.1% |
| Q2 2021 | $1,886,000 | +17.2% | 30,193 | +14.5% | 0.04% | +6.1% |
| Q1 2021 | $1,609,000 | +8.4% | 26,374 | +3.4% | 0.03% | -15.4% |
| Q4 2020 | $1,485,000 | +16.4% | 25,518 | +3.2% | 0.04% | +2.6% |
| Q3 2020 | $1,276,000 | +28.2% | 24,731 | +22.8% | 0.04% | +22.6% |
| Q2 2020 | $995,000 | +27.4% | 20,144 | +11.5% | 0.03% | +19.2% |
| Q1 2020 | $781,000 | -10.9% | 18,071 | +17.7% | 0.03% | -16.1% |
| Q4 2019 | $877,000 | +91.9% | 15,354 | +78.7% | 0.03% | +82.4% |
| Q3 2019 | $457,000 | +35.6% | 8,593 | +38.9% | 0.02% | +30.8% |
| Q2 2019 | $337,000 | +42.8% | 6,188 | +44.9% | 0.01% | +30.0% |
| Q1 2019 | $236,000 | +54.2% | 4,270 | +42.0% | 0.01% | +25.0% |
| Q4 2018 | $153,000 | -98.8% | 3,008 | -98.6% | 0.01% | -98.6% |
| Q3 2018 | $12,273,000 | +19.1% | 210,230 | +17.6% | 0.56% | +12.8% |
| Q2 2018 | $10,301,000 | – | 178,829 | – | 0.49% | – |
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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% |