JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 140 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $394,000 | +497.0% | 6,237 | +446.6% | 0.01% | +366.7% |
| Q4 2020 | $66,000 | +13.8% | 1,141 | +0.7% | 0.00% | 0.0% |
| Q3 2020 | $58,000 | -1.7% | 1,133 | -5.6% | 0.00% | 0.0% |
| Q2 2020 | $59,000 | -65.7% | 1,200 | -69.8% | 0.00% | -76.9% |
| Q1 2020 | $172,000 | -8.0% | 3,975 | +21.5% | 0.01% | -7.1% |
| Q4 2019 | $187,000 | +23.0% | 3,271 | +14.1% | 0.01% | +7.7% |
| Q3 2019 | $152,000 | -70.3% | 2,868 | -68.9% | 0.01% | -77.2% |
| Q1 2019 | $511,000 | – | 9,236 | – | 0.06% | – |
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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% |