JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 145 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $21,000 | 0.0% | 390 | +0.8% | 0.02% | +6.7% |
| Q2 2019 | $21,000 | 0.0% | 387 | +1.6% | 0.02% | -11.8% |
| Q1 2019 | $21,000 | +10.5% | 381 | +0.3% | 0.02% | -41.4% |
| Q4 2018 | $19,000 | -29.6% | 380 | -17.7% | 0.03% | +70.6% |
| Q3 2018 | $27,000 | +3.8% | 462 | +0.4% | 0.02% | +6.2% |
| Q2 2018 | $26,000 | -7.1% | 460 | +0.9% | 0.02% | -5.9% |
| Q1 2018 | $28,000 | +64.7% | 456 | +57.8% | 0.02% | +70.0% |
| Q4 2017 | $17,000 | +6.2% | 289 | +2.1% | 0.01% | 0.0% |
| Q3 2017 | $16,000 | 0.0% | 283 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $16,000 | +77.8% | 283 | +58.1% | 0.01% | +66.7% |
| Q1 2017 | $9,000 | 0.0% | 179 | 0.0% | 0.01% | +20.0% |
| Q4 2016 | $9,000 | – | 179 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Choice Wealth Advisors, LLC | 213,325 | $13,322,000 | 9.57% |
| Stonehearth Capital Management, LLC | 207,895 | $12,983,000 | 6.39% |
| Sterneck Capital Management, LLC | 120,098 | $7,527,000 | 4.66% |
| Lenox Wealth Advisors, LLC | 538,816 | $33,649,000 | 4.31% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3,969,724 | $248,266,000 | 4.00% |
| Day & Ennis, LLC | 124,773 | $7,792,000 | 2.70% |
| CreativeOne Wealth, LLC | 673,914 | $42,086,000 | 2.60% |
| RVW Wealth, LLC | 243,026 | $15,000,000 | 1.88% |
| LexAurum Advisors, LLC | 101,244 | $6,323,000 | 1.87% |
| GeoWealth Management, LLC | 225,047 | $14,057,000 | 1.78% |