JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 91 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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% | – |
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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% |