JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 110 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $0 | – | 0 | – | 0.00% | – |
| Q1 2021 | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
| Q4 2020 | $2,000 | 0.0% | 41 | 0.0% | 0.00% | – |
| Q3 2020 | $2,000 | 0.0% | 41 | 0.0% | 0.00% | – |
| Q2 2020 | $2,000 | 0.0% | 41 | 0.0% | 0.00% | – |
| Q1 2020 | $2,000 | 0.0% | 41 | 0.0% | 0.00% | – |
| Q4 2019 | $2,000 | 0.0% | 41 | 0.0% | 0.00% | – |
| Q3 2019 | $2,000 | -88.2% | 41 | -86.1% | 0.00% | -100.0% |
| Q3 2018 | $17,000 | 0.0% | 294 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $17,000 | -5.6% | 294 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $18,000 | 0.0% | 294 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $18,000 | +5.9% | 294 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $17,000 | 0.0% | 294 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $17,000 | +6.2% | 294 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $16,000 | – | 294 | – | 0.00% | – |
| Q4 2016 | $0 | – | 0 | – | 0.00% | – |
| Q2 2016 | $0 | – | 0 | – | 0.00% | – |
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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% |