JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 116 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $843,717 | -3.1% | 16,691 | -0.5% | 0.14% | +0.7% |
| Q2 2023 | $870,697 | -1.5% | 16,767 | -0.7% | 0.14% | -7.4% |
| Q1 2023 | $883,689 | +4.5% | 16,893 | -1.6% | 0.15% | -1.3% |
| Q4 2022 | $846,038 | +8.2% | 17,168 | -6.0% | 0.15% | -1.3% |
| Q3 2022 | $782,000 | -18.6% | 18,259 | -7.3% | 0.15% | -16.4% |
| Q2 2022 | $961,000 | -16.8% | 19,699 | -3.6% | 0.18% | -5.2% |
| Q1 2022 | $1,155,000 | -9.9% | 20,435 | -5.7% | 0.19% | -0.5% |
| Q4 2021 | $1,282,000 | -5.7% | 21,665 | -3.8% | 0.19% | -17.4% |
| Q3 2021 | $1,359,000 | -4.0% | 22,526 | -0.6% | 0.24% | -51.5% |
| Q2 2021 | $1,415,000 | +2.1% | 22,660 | -0.3% | 0.48% | +86.5% |
| Q1 2021 | $1,386,000 | -4.5% | 22,724 | -8.8% | 0.26% | -11.3% |
| Q4 2020 | $1,451,000 | +13.9% | 24,929 | +1.7% | 0.29% | +3.9% |
| Q3 2020 | $1,274,000 | +5.3% | 24,515 | +5.9% | 0.28% | +4.8% |
| Q2 2020 | $1,210,000 | +2.5% | 23,139 | -9.6% | 0.27% | -3.2% |
| Q1 2020 | $1,181,000 | -30.7% | 25,607 | -14.1% | 0.28% | -12.6% |
| Q4 2019 | $1,703,000 | +2.7% | 29,823 | +0.1% | 0.32% | -2.2% |
| Q3 2019 | $1,658,000 | -3.9% | 29,779 | -6.7% | 0.32% | -5.0% |
| Q2 2019 | $1,726,000 | -3.7% | 31,913 | -1.3% | 0.34% | -2.6% |
| Q1 2019 | $1,792,000 | +7.0% | 32,341 | -1.7% | 0.35% | -3.8% |
| Q4 2018 | $1,675,000 | -13.4% | 32,911 | -0.7% | 0.36% | +8.0% |
| Q3 2018 | $1,935,000 | -3.0% | 33,138 | -4.3% | 0.34% | -4.0% |
| Q2 2018 | $1,995,000 | -1.2% | 34,634 | +1.9% | 0.35% | -3.0% |
| Q1 2018 | $2,020,000 | +1.3% | 33,989 | +2.4% | 0.36% | -2.2% |
| Q4 2017 | $1,994,000 | -1.2% | 33,198 | -4.7% | 0.37% | -6.3% |
| Q3 2017 | $2,018,000 | +5.5% | 34,852 | +2.4% | 0.40% | -2.0% |
| Q2 2017 | $1,912,000 | +9.6% | 34,032 | +3.5% | 0.40% | +6.6% |
| Q1 2017 | $1,744,000 | +21.0% | 32,874 | +11.6% | 0.38% | +9.9% |
| Q4 2016 | $1,441,000 | +7.0% | 29,445 | +14.4% | 0.34% | +8.8% |
| Q3 2016 | $1,347,000 | +27.4% | 25,748 | +20.5% | 0.32% | +29.4% |
| Q2 2016 | $1,057,000 | – | 21,370 | – | 0.24% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stonehearth Capital Management, LLC | 203,259 | $12,259,000 | 6.38% |
| Sterneck Capital Management, LLC | 120,937 | $7,294,000 | 4.64% |
| Lenox Wealth Advisors, LLC | 546,761 | $32,975,000 | 4.24% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4,282,282 | $263,442,000 | 3.88% |
| Elm Partners Management LLC | 319,898 | $20,138,000 | 2.69% |
| Day & Ennis, LLC | 125,267 | $7,555,000 | 2.61% |
| CreativeOne Wealth, LLC | 651,877 | $39,415,000 | 2.32% |
| LexAurum Advisors, LLC | 104,155 | $6,282,000 | 1.86% |
| RVW Wealth, LLC | 253,639 | $15,000,000 | 1.80% |
| BELLEVUE ASSET MANAGEMENT, LLC | 39,171 | $2,371,000 | 1.45% |