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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Stonehearth Capital Management, LLC | 196,450 | $8,412,000 | 5.15% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 6,249,548 | $269,955,000 | 3.86% |
| Sterneck Capital Management, LLC | 114,875 | $4,919,000 | 3.48% |
| Day & Ennis, LLC | 106,976 | $4,581,000 | 1.91% |
| CreativeOne Wealth, LLC | 729,009 | $31,216,000 | 1.88% |
| BELLEVUE ASSET MANAGEMENT, LLC | 44,808 | $1,947,000 | 1.51% |
| LexAurum Advisors, LLC | 75,341 | $3,226,000 | 1.25% |
| RVW Wealth, LLC | 156,284 | $6,692,000 | 0.94% |
| Quantitative Advantage, LLC | 108,709 | $4,655,000 | 0.82% |
| Accuvest Global Advisors | 27,573 | $1,181,000 | 0.81% |