JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 140 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $7,000 | -12.5% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $8,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $8,000 | +14.3% | 150 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $7,000 | -100.0% | 150 | -100.0% | 0.00% | -100.0% |
| Q3 2018 | $30,694,000 | +12.9% | 525,777 | +11.4% | 4.72% | +2.6% |
| Q2 2018 | $27,181,000 | +5.0% | 471,890 | +8.3% | 4.60% | -1.5% |
| Q1 2018 | $25,886,000 | +1.3% | 435,570 | +2.4% | 4.67% | +1.7% |
| Q4 2017 | $25,542,000 | +1.2% | 425,351 | -2.4% | 4.59% | -1.6% |
| Q3 2017 | $25,240,000 | +2.9% | 435,848 | -0.2% | 4.67% | +0.9% |
| Q2 2017 | $24,524,000 | +20.9% | 436,603 | +14.2% | 4.62% | +21.7% |
| Q1 2017 | $20,279,000 | +8.2% | 382,197 | -0.2% | 3.80% | +5.0% |
| Q4 2016 | $18,746,000 | -3.7% | 383,050 | +3.0% | 3.62% | -1.6% |
| Q3 2016 | $19,465,000 | +1.1% | 372,044 | -4.4% | 3.68% | +6.1% |
| Q2 2016 | $19,249,000 | – | 389,035 | – | 3.47% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Choice Wealth Advisors, LLC | 213,325 | $13,322,000 | 9.57% |
| Stonehearth Capital Management, LLC | 207,895 | $12,983,000 | 6.39% |
| Sterneck Capital Management, LLC | 120,098 | $7,527,000 | 4.66% |
| Lenox Wealth Advisors, LLC | 538,816 | $33,649,000 | 4.31% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3,969,724 | $248,266,000 | 4.00% |
| Day & Ennis, LLC | 124,773 | $7,792,000 | 2.70% |
| CreativeOne Wealth, LLC | 673,914 | $42,086,000 | 2.60% |
| RVW Wealth, LLC | 243,026 | $15,000,000 | 1.88% |
| LexAurum Advisors, LLC | 101,244 | $6,323,000 | 1.87% |
| GeoWealth Management, LLC | 225,047 | $14,057,000 | 1.78% |