JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 115 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,541 | -2.7% | 347 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $18,020 | -0.7% | 347 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $18,152 | +6.2% | 347 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $17,100 | +14.0% | 347 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $15,000 | -16.7% | 347 | -3.6% | 0.00% | 0.0% |
| Q2 2022 | $18,000 | -10.0% | 360 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $20,000 | -4.8% | 360 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $21,000 | -8.7% | 360 | -7.0% | 0.00% | -33.3% |
| Q3 2021 | $23,000 | -14.8% | 387 | -10.8% | 0.00% | 0.0% |
| Q2 2021 | $27,000 | -10.0% | 434 | -13.0% | 0.00% | -25.0% |
| Q1 2021 | $30,000 | – | 499 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Choice Wealth Advisors, LLC | 213,325 | $13,322,000 | 9.57% |
| Stonehearth Capital Management, LLC | 207,895 | $12,983,000 | 6.39% |
| Sterneck Capital Management, LLC | 120,098 | $7,527,000 | 4.66% |
| Lenox Wealth Advisors, LLC | 538,816 | $33,649,000 | 4.31% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3,969,724 | $248,266,000 | 4.00% |
| Day & Ennis, LLC | 124,773 | $7,792,000 | 2.70% |
| CreativeOne Wealth, LLC | 673,914 | $42,086,000 | 2.60% |
| RVW Wealth, LLC | 243,026 | $15,000,000 | 1.88% |
| LexAurum Advisors, LLC | 101,244 | $6,323,000 | 1.87% |
| GeoWealth Management, LLC | 225,047 | $14,057,000 | 1.78% |