JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 116 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $788,766 | +9.5% | 15,079 | +3.2% | 0.16% | +2.5% |
| Q4 2022 | $720,392 | +12.7% | 14,618 | -2.1% | 0.16% | -15.5% |
| Q3 2022 | $639,000 | -8.1% | 14,924 | +4.8% | 0.19% | -3.6% |
| Q2 2022 | $695,000 | -7.0% | 14,238 | +7.7% | 0.19% | +2.1% |
| Q1 2022 | $747,000 | -9.7% | 13,224 | -5.4% | 0.19% | -4.0% |
| Q4 2021 | $827,000 | -4.3% | 13,973 | -2.5% | 0.20% | -11.2% |
| Q3 2021 | $864,000 | -4.3% | 14,324 | -0.9% | 0.22% | -4.7% |
| Q2 2021 | $903,000 | +3.7% | 14,458 | +1.3% | 0.23% | +9.9% |
| Q1 2021 | $871,000 | +4.8% | 14,277 | -0.0% | 0.21% | -7.8% |
| Q4 2020 | $831,000 | +9.5% | 14,278 | -2.9% | 0.23% | -9.4% |
| Q3 2020 | $759,000 | -0.9% | 14,706 | -5.2% | 0.26% | -2.7% |
| Q2 2020 | $766,000 | -85.2% | 15,509 | -87.0% | 0.26% | -86.2% |
| Q1 2020 | $5,175,000 | -35.4% | 119,682 | -14.7% | 1.90% | -20.7% |
| Q4 2019 | $8,012,000 | +22.1% | 140,338 | +13.7% | 2.39% | +17.1% |
| Q3 2019 | $6,564,000 | -4.6% | 123,451 | -2.3% | 2.04% | -15.0% |
| Q2 2019 | $6,883,000 | +4.5% | 126,382 | +6.0% | 2.40% | -3.3% |
| Q1 2019 | $6,589,000 | +30.0% | 119,175 | +19.7% | 2.48% | +13.4% |
| Q4 2018 | $5,068,000 | +176.5% | 99,584 | +217.2% | 2.19% | +88.6% |
| Q3 2018 | $1,833,000 | +20.5% | 31,394 | +18.9% | 1.16% | +15.0% |
| Q2 2018 | $1,521,000 | +13.5% | 26,412 | +17.2% | 1.01% | +167.2% |
| Q1 2018 | $1,340,000 | +294.1% | 22,542 | +298.5% | 0.38% | +91.9% |
| Q4 2017 | $340,000 | – | 5,657 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DWM Financial Group, Inc. | 167,431 | $9,746,000 | 13.27% |
| Choice Wealth Advisors, LLC | 190,942 | $11,115,000 | 10.03% |
| Stonehearth Capital Management, LLC | 196,440 | $11,435,000 | 6.45% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3,699,342 | $220,629,000 | 4.99% |
| Sterneck Capital Management, LLC | 108,936 | $6,341,000 | 4.76% |
| Lenox Wealth Advisors, LLC | 506,773 | $29,499,000 | 4.20% |
| CreativeOne Wealth, LLC | 706,294 | $41,113,000 | 3.40% |
| Day & Ennis, LLC | 131,539 | $7,657,000 | 3.04% |
| LexAurum Advisors, LLC | 98,383 | $5,727,000 | 2.05% |
| GeoWealth Management, LLC | 218,391 | $12,712,000 | 2.04% |