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 Q3 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $495,000 | -9.0% | 9,107 | -7.5% | 0.11% | -17.9% |
| Q1 2019 | $544,000 | +18.0% | 9,846 | +8.6% | 0.13% | +3.1% |
| Q4 2018 | $461,000 | -58.4% | 9,068 | -52.3% | 0.13% | -51.1% |
| Q3 2018 | $1,109,000 | -1.9% | 18,994 | -3.3% | 0.27% | -7.6% |
| Q2 2018 | $1,131,000 | +7.6% | 19,633 | +11.0% | 0.29% | +3.2% |
| Q1 2018 | $1,051,000 | +22.2% | 17,680 | +23.7% | 0.28% | +14.3% |
| Q4 2017 | $860,000 | +49.6% | 14,298 | +43.9% | 0.24% | +40.2% |
| Q3 2017 | $575,000 | +1.2% | 9,936 | -2.5% | 0.17% | -2.8% |
| Q2 2017 | $568,000 | +93.9% | 10,194 | +84.8% | 0.18% | +75.5% |
| Q1 2017 | $293,000 | +45.0% | 5,516 | +33.6% | 0.10% | +32.5% |
| Q4 2016 | $202,000 | – | 4,128 | – | 0.08% | – |
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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% |