JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 104 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q1 2022. 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% | – |
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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% |