JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 58 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $31,770,000 | -3.2% | 565,407 | +1.9% | 3.98% | +1.9% |
| Q4 2021 | $32,828,000 | -0.4% | 554,810 | +1.5% | 3.91% | -7.9% |
| Q3 2021 | $32,975,000 | -2.0% | 546,761 | +1.5% | 4.24% | -1.6% |
| Q2 2021 | $33,649,000 | +8.6% | 538,816 | +6.1% | 4.31% | +1.5% |
| Q1 2021 | $30,975,000 | +5.0% | 507,792 | +0.2% | 4.25% | +1.2% |
| Q4 2020 | $29,499,000 | +13.7% | 506,773 | +0.8% | 4.20% | +7.6% |
| Q3 2020 | $25,952,000 | +6.7% | 502,846 | +2.2% | 3.90% | +1.2% |
| Q2 2020 | $24,319,000 | +16.0% | 492,198 | +1.5% | 3.86% | -1.4% |
| Q1 2020 | $20,961,000 | -21.8% | 484,764 | +3.3% | 3.91% | -6.2% |
| Q4 2019 | $26,795,000 | +7.6% | 469,343 | +0.2% | 4.17% | +0.5% |
| Q3 2019 | $24,901,000 | -0.6% | 468,323 | +1.8% | 4.15% | -5.1% |
| Q2 2019 | $25,058,000 | +3.1% | 460,123 | +4.6% | 4.37% | -4.2% |
| Q1 2019 | $24,313,000 | +7.2% | 439,742 | -1.4% | 4.56% | -5.3% |
| Q4 2018 | $22,686,000 | -7.7% | 445,781 | +5.9% | 4.82% | -3.5% |
| Q3 2018 | $24,578,000 | +13.5% | 420,999 | +12.0% | 4.99% | +4.3% |
| Q2 2018 | $21,655,000 | +2.2% | 375,955 | +5.4% | 4.78% | -3.2% |
| Q1 2018 | $21,198,000 | +13.5% | 356,691 | +14.7% | 4.94% | -5.5% |
| Q4 2017 | $18,681,000 | +8.1% | 311,092 | +4.2% | 5.23% | -1.9% |
| Q3 2017 | $17,287,000 | +4.3% | 298,509 | +1.2% | 5.33% | -1.8% |
| Q2 2017 | $16,569,000 | +10.0% | 294,972 | +3.9% | 5.42% | +18.2% |
| Q1 2017 | $15,065,000 | +17.0% | 283,922 | +8.0% | 4.59% | +10.6% |
| Q4 2016 | $12,871,000 | – | 262,990 | – | 4.15% | – |
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% |