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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $55,000 | -5.2% | 931 | -2.8% | 0.00% | -20.0% |
| Q3 2021 | $58,000 | +18.4% | 958 | +23.3% | 0.01% | +25.0% |
| Q2 2021 | $49,000 | +4.3% | 777 | +0.1% | 0.00% | 0.0% |
| Q1 2021 | $47,000 | -4.1% | 776 | -8.2% | 0.00% | -20.0% |
| Q4 2020 | $49,000 | +6.5% | 845 | -5.4% | 0.01% | 0.0% |
| Q3 2020 | $46,000 | +4.5% | 893 | -11.4% | 0.01% | -16.7% |
| Q1 2020 | $44,000 | -38.0% | 1,008 | -18.8% | 0.01% | -14.3% |
| Q4 2019 | $71,000 | -71.9% | 1,242 | -73.9% | 0.01% | -74.1% |
| Q3 2019 | $253,000 | -2.3% | 4,753 | 0.0% | 0.03% | -3.6% |
| Q2 2019 | $259,000 | +1077.3% | 4,753 | +1109.4% | 0.03% | +366.7% |
| Q1 2019 | $22,000 | -91.9% | 393 | -92.7% | 0.01% | -89.5% |
| Q4 2018 | $273,000 | +160.0% | 5,355 | +196.8% | 0.06% | +16.3% |
| Q3 2018 | $105,000 | -73.9% | 1,804 | -74.2% | 0.05% | -68.2% |
| Q2 2018 | $402,000 | -28.1% | 6,987 | -25.7% | 0.15% | +30.5% |
| Q1 2018 | $559,000 | +1.5% | 9,399 | +2.4% | 0.12% | -50.0% |
| Q4 2017 | $551,000 | -3.8% | 9,178 | -5.2% | 0.24% | +48.4% |
| Q3 2017 | $573,000 | -99.3% | 9,678 | +541.4% | 0.16% | +657.1% |
| Q2 2017 | $85,000,000 | +3.7% | 1,509 | 0.0% | 0.02% | -8.7% |
| Q1 2017 | $82,000,000 | +49.1% | 1,509 | +33.9% | 0.02% | +130.0% |
| Q4 2016 | $55,000,000 | – | 1,127 | – | 0.01% | – |
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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% |