JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 104 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $33 | -90.1% | 676 | -89.6% | 0.00% | -88.9% |
| Q2 2023 | $334 | -90.7% | 6,483 | -90.6% | 0.04% | -91.4% |
| Q1 2023 | $3,602 | -31.0% | 68,873 | -35.0% | 0.42% | -23.7% |
| Q4 2022 | $5,218 | -99.9% | 105,894 | -25.1% | 0.55% | -16.5% |
| Q3 2022 | $6,053,000 | -51.1% | 141,436 | -44.3% | 0.66% | -60.2% |
| Q2 2022 | $12,388,000 | -9.4% | 253,825 | +4.9% | 1.66% | +38.0% |
| Q1 2022 | $13,677,000 | +9.5% | 242,002 | +14.6% | 1.20% | +18.0% |
| Q4 2021 | $12,494,000 | +9.7% | 211,219 | +11.8% | 1.02% | +8.5% |
| Q3 2021 | $11,394,000 | -18.9% | 188,917 | -16.1% | 0.94% | -47.2% |
| Q2 2021 | $14,057,000 | +11.4% | 225,047 | +8.8% | 1.78% | -9.7% |
| Q1 2021 | $12,619,000 | -0.7% | 206,796 | -5.3% | 1.97% | -3.5% |
| Q4 2020 | $12,712,000 | +24.7% | 218,391 | +10.7% | 2.04% | -33.8% |
| Q3 2020 | $10,194,000 | +64.8% | 197,325 | +57.7% | 3.08% | +20.6% |
| Q2 2020 | $6,184,000 | +33.6% | 125,141 | +16.9% | 2.56% | -21.9% |
| Q1 2020 | $4,629,000 | -34.0% | 107,042 | -12.9% | 3.27% | -13.3% |
| Q4 2019 | $7,013,000 | -68.0% | 122,845 | -70.2% | 3.77% | -23.5% |
| Q3 2019 | $21,915,000 | +1663.1% | 412,171 | +1705.9% | 4.93% | +51.0% |
| Q2 2019 | $1,243,000 | – | 22,824 | – | 3.26% | – |
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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% |