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 2020 | $70,000 | -91.9% | 1,424 | -91.1% | 0.00% | -93.8% |
| Q2 2019 | $869,000 | -38.8% | 15,961 | -37.7% | 0.02% | -42.9% |
| Q1 2019 | $1,419,000 | -15.1% | 25,627 | -22.0% | 0.03% | -30.0% |
| Q4 2018 | $1,672,000 | -37.7% | 32,863 | -28.5% | 0.04% | -27.3% |
| Q3 2018 | $2,684,000 | +156.6% | 45,980 | +149.9% | 0.06% | +223.5% |
| Q2 2018 | $1,046,000 | -4.3% | 18,400 | +0.0% | 0.02% | -60.5% |
| Q1 2018 | $1,093,000 | +63.4% | 18,395 | +68.3% | 0.04% | +53.6% |
| Q4 2017 | $669,000 | -48.3% | 10,928 | -51.1% | 0.03% | -12.5% |
| Q3 2017 | $1,294,000 | – | 22,344 | – | 0.03% | – |
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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% |