JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 115 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,209,358 | -92.5% | 23,924 | -92.3% | 0.00% | -100.0% |
| Q2 2023 | $16,073,477 | +469.7% | 309,522 | +473.8% | 0.01% | +400.0% |
| Q1 2023 | $2,821,549 | -62.3% | 53,939 | -64.5% | 0.00% | -66.7% |
| Q4 2022 | $7,493,615 | -10.3% | 152,062 | -22.0% | 0.00% | -25.0% |
| Q3 2022 | $8,351,000 | -35.2% | 195,036 | -26.1% | 0.00% | -20.0% |
| Q2 2022 | $12,881,000 | -71.7% | 263,896 | -67.3% | 0.01% | -66.7% |
| Q1 2022 | $45,585,000 | +2916.9% | 806,822 | +3058.7% | 0.02% | – |
| Q4 2021 | $1,511,000 | -59.0% | 25,543 | -58.2% | 0.00% | -100.0% |
| Q3 2021 | $3,689,000 | +547.2% | 61,165 | +554.2% | 0.00% | – |
| Q1 2021 | $570,000 | -95.1% | 9,349 | -95.3% | 0.00% | -100.0% |
| Q4 2020 | $11,542,000 | -20.9% | 198,281 | -29.9% | 0.01% | -33.3% |
| Q3 2020 | $14,599,000 | +1964.9% | 282,867 | +1877.7% | 0.01% | +800.0% |
| Q2 2020 | $707,000 | +238.3% | 14,303 | +195.6% | 0.00% | – |
| Q1 2020 | $209,000 | -95.6% | 4,838 | -94.2% | 0.00% | -100.0% |
| Q4 2019 | $4,782,000 | +6.6% | 83,763 | -0.7% | 0.01% | 0.0% |
| Q3 2019 | $4,484,000 | -77.6% | 84,329 | -77.1% | 0.01% | -80.0% |
| Q2 2019 | $20,053,000 | +556.6% | 368,219 | +566.7% | 0.04% | +600.0% |
| Q1 2019 | $3,054,000 | -77.1% | 55,231 | -78.9% | 0.01% | -82.1% |
| Q4 2018 | $13,313,000 | +36.8% | 261,594 | +57.0% | 0.03% | +47.4% |
| Q3 2018 | $9,730,000 | -53.3% | 166,673 | -53.9% | 0.02% | -61.2% |
| Q2 2018 | $20,844,000 | +10.6% | 361,870 | +14.1% | 0.05% | 0.0% |
| Q1 2018 | $18,849,000 | +174.0% | 317,165 | +176.9% | 0.05% | +145.0% |
| Q4 2017 | $6,878,000 | +79.8% | 114,544 | +73.4% | 0.02% | +66.7% |
| Q3 2017 | $3,826,000 | -55.1% | 66,063 | -56.4% | 0.01% | -60.0% |
| Q2 2017 | $8,512,000 | -68.6% | 151,542 | -70.3% | 0.03% | -75.0% |
| Q1 2017 | $27,072,000 | +290.3% | 510,207 | +259.9% | 0.12% | +300.0% |
| Q4 2016 | $6,937,000 | +2227.9% | 141,744 | +2387.6% | 0.03% | +2900.0% |
| Q3 2016 | $298,000 | -86.3% | 5,698 | -87.0% | 0.00% | -91.7% |
| Q1 2016 | $2,176,000 | -77.2% | 43,839 | -77.8% | 0.01% | -80.0% |
| Q3 2015 | $9,550,000 | -4.3% | 197,646 | +2.8% | 0.06% | -7.7% |
| Q2 2015 | $9,975,000 | +58.0% | 192,229 | +56.0% | 0.06% | +32.7% |
| Q1 2015 | $6,315,000 | -56.0% | 123,249 | -57.8% | 0.05% | -54.6% |
| Q4 2014 | $14,336,000 | – | 291,968 | – | 0.11% | – |
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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% |