JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 111 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $405,411 | -1.1% | 8,020 | +1.6% | 0.22% | +2.8% |
Q2 2023 | $409,883 | -0.7% | 7,893 | -0.0% | 0.21% | -5.0% |
Q1 2023 | $412,935 | +11.7% | 7,894 | +5.3% | 0.22% | +5.7% |
Q4 2022 | $369,600 | +15.9% | 7,500 | +0.7% | 0.21% | +5.5% |
Q3 2022 | $319,000 | +4.9% | 7,445 | +19.6% | 0.20% | +9.9% |
Q2 2022 | $304,000 | -30.1% | 6,226 | -19.1% | 0.18% | -14.6% |
Q1 2022 | $435,000 | +4.1% | 7,696 | +8.8% | 0.21% | -12.0% |
Q4 2021 | $418,000 | +24.4% | 7,071 | +26.7% | 0.24% | +14.8% |
Q3 2021 | $336,000 | +33.3% | 5,579 | +38.2% | 0.21% | +32.9% |
Q2 2021 | $252,000 | – | 4,037 | – | 0.16% | – |
Download |
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% |