JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 113 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $8,517 | -0.7% | 164 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $8,579 | +6.1% | 164 | 0.0% | 0.00% | -20.0% |
| Q4 2022 | $8,082 | -88.8% | 164 | -90.3% | 0.01% | -88.6% |
| Q3 2022 | $72,000 | -11.1% | 1,686 | +0.5% | 0.04% | -10.2% |
| Q2 2022 | $81,000 | -12.9% | 1,677 | +1.5% | 0.05% | -10.9% |
| Q1 2022 | $93,000 | +20.8% | 1,653 | +27.2% | 0.06% | +19.6% |
| Q4 2021 | $77,000 | -2.5% | 1,300 | +3.0% | 0.05% | -17.9% |
| Q2 2021 | $79,000 | +3.9% | 1,262 | +0.9% | 0.06% | -12.5% |
| Q1 2021 | $76,000 | +4.1% | 1,251 | +0.2% | 0.06% | +6.7% |
| Q4 2020 | $73,000 | +812.5% | 1,248 | +661.0% | 0.06% | +650.0% |
| Q3 2020 | $8,000 | 0.0% | 164 | 0.0% | 0.01% | -11.1% |
| Q2 2020 | $8,000 | +14.3% | 164 | 0.0% | 0.01% | -10.0% |
| Q1 2020 | $7,000 | -22.2% | 164 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $9,000 | 0.0% | 164 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $9,000 | 0.0% | 164 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $9,000 | 0.0% | 164 | 0.0% | 0.01% | -9.1% |
| Q4 2018 | $9,000 | 0.0% | 164 | 0.0% | 0.01% | +22.2% |
| Q3 2018 | $9,000 | 0.0% | 164 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $9,000 | -10.0% | 164 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $10,000 | 0.0% | 164 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $10,000 | 0.0% | 164 | 0.0% | 0.01% | -10.0% |
| Q3 2017 | $10,000 | +11.1% | 164 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $9,000 | 0.0% | 164 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $9,000 | – | 164 | – | 0.01% | – |
Download | ||||||
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% |