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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,843,680 | -27.8% | 76,036 | -26.0% | 0.01% | -40.0% |
| Q2 2023 | $5,323,518 | -6.2% | 102,715 | -5.2% | 0.01% | -9.1% |
| Q1 2023 | $5,678,400 | +19.6% | 108,346 | +12.5% | 0.01% | +10.0% |
| Q4 2022 | $4,746,887 | -21.1% | 96,333 | -31.4% | 0.01% | -28.6% |
| Q3 2022 | $6,015,000 | -19.9% | 140,437 | -8.7% | 0.01% | -17.6% |
| Q2 2022 | $7,511,000 | +13.7% | 153,842 | -17.6% | 0.02% | +30.8% |
| Q1 2022 | $6,608,000 | -77.7% | 186,673 | -62.6% | 0.01% | -76.8% |
| Q4 2021 | $29,599,000 | -0.9% | 498,715 | +0.8% | 0.06% | -9.7% |
| Q3 2021 | $29,872,000 | +1.0% | 494,614 | +4.5% | 0.06% | -3.1% |
| Q2 2021 | $29,565,000 | +7.9% | 473,290 | +6.1% | 0.06% | -3.0% |
| Q1 2021 | $27,406,000 | +25.0% | 446,079 | +18.4% | 0.07% | +11.9% |
| Q4 2020 | $21,923,000 | +22.2% | 376,620 | +5.6% | 0.06% | +9.3% |
| Q3 2020 | $17,941,000 | +8.9% | 356,732 | +7.0% | 0.05% | -1.8% |
| Q2 2020 | $16,471,000 | +10.2% | 333,342 | -2.9% | 0.06% | -9.8% |
| Q1 2020 | $14,951,000 | – | 343,432 | – | 0.06% | – |
Download | ||||||
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% |