JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 89 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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. | 167,431 | $9,746,000 | 13.27% |
| Choice Wealth Advisors, LLC | 190,942 | $11,115,000 | 10.03% |
| Stonehearth Capital Management, LLC | 196,440 | $11,435,000 | 6.45% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3,699,342 | $220,629,000 | 4.99% |
| Sterneck Capital Management, LLC | 108,936 | $6,341,000 | 4.76% |
| Lenox Wealth Advisors, LLC | 506,773 | $29,499,000 | 4.20% |
| CreativeOne Wealth, LLC | 706,294 | $41,113,000 | 3.40% |
| Day & Ennis, LLC | 131,539 | $7,657,000 | 3.04% |
| LexAurum Advisors, LLC | 98,383 | $5,727,000 | 2.05% |
| GeoWealth Management, LLC | 218,391 | $12,712,000 | 2.04% |