JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 44 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $12,661,000 | +1.4% | 219,817 | +4.7% | 3.43% | -4.2% |
| Q1 2018 | $12,481,000 | -45.9% | 210,018 | -45.4% | 3.58% | -46.4% |
| Q4 2017 | $23,086,000 | +11.2% | 384,450 | +7.2% | 6.68% | +2.8% |
| Q3 2017 | $20,759,000 | +8.4% | 358,475 | +5.1% | 6.50% | +5.9% |
| Q2 2017 | $19,153,000 | +13.1% | 340,980 | +6.8% | 6.14% | +4.4% |
| Q1 2017 | $16,936,000 | +13.0% | 319,195 | +4.2% | 5.88% | -5.4% |
| Q4 2016 | $14,985,000 | -20.2% | 306,185 | -14.7% | 6.22% | -15.2% |
| Q3 2016 | $18,782,000 | – | 358,980 | – | 7.34% | – |
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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% |