JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 145 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,033 | -2.7% | 60 | 0.0% | 0.00% | – |
| Q2 2023 | $3,116 | -33.8% | 60 | -33.3% | 0.00% | – |
| Q1 2023 | $4,708 | +6.2% | 90 | 0.0% | 0.00% | – |
| Q4 2022 | $4,435 | +10.9% | 90 | 0.0% | 0.00% | – |
| Q3 2022 | $4,000 | 0.0% | 90 | 0.0% | 0.00% | – |
| Q2 2022 | $4,000 | -20.0% | 90 | 0.0% | 0.00% | – |
| Q1 2022 | $5,000 | 0.0% | 90 | 0.0% | 0.00% | – |
| Q4 2021 | $5,000 | 0.0% | 90 | 0.0% | 0.00% | – |
| Q3 2021 | $5,000 | +25.0% | 90 | +36.4% | 0.00% | – |
| Q2 2021 | $4,000 | 0.0% | 66 | 0.0% | 0.00% | – |
| Q1 2021 | $4,000 | 0.0% | 66 | -16.5% | 0.00% | – |
| Q4 2020 | $4,000 | 0.0% | 79 | -9.2% | 0.00% | – |
| Q3 2020 | $4,000 | -95.9% | 87 | -95.6% | 0.00% | -100.0% |
| Q2 2020 | $98,000 | -16.2% | 1,990 | -27.1% | 0.01% | -40.0% |
| Q1 2020 | $117,000 | -30.8% | 2,729 | -8.3% | 0.01% | -16.7% |
| Q4 2019 | $169,000 | +5.6% | 2,977 | -1.5% | 0.01% | +33.3% |
| Q3 2019 | $160,000 | – | 3,023 | – | 0.01% | – |
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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% |