JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 107 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $617,000 | -63.9% | 10,796 | -66.4% | 0.00% | -69.2% |
| Q3 2019 | $1,709,000 | -17.8% | 32,141 | -15.8% | 0.01% | -18.8% |
| Q2 2019 | $2,079,000 | -22.3% | 38,160 | -21.1% | 0.02% | -27.3% |
| Q1 2019 | $2,674,000 | +28.1% | 48,366 | +18.0% | 0.02% | +10.0% |
| Q4 2018 | $2,087,000 | -7.0% | 40,989 | +6.7% | 0.02% | -13.0% |
| Q3 2018 | $2,243,000 | +47.5% | 38,425 | +45.5% | 0.02% | +9.5% |
| Q2 2018 | $1,521,000 | -10.5% | 26,409 | -7.7% | 0.02% | -8.7% |
| Q1 2018 | $1,700,000 | +16.8% | 28,610 | +17.9% | 0.02% | +21.1% |
| Q4 2017 | $1,456,000 | +407.3% | 24,269 | +388.4% | 0.02% | +280.0% |
| Q3 2017 | $287,000 | +277.6% | 4,969 | +267.8% | 0.01% | +400.0% |
| Q2 2017 | $76,000 | +61.7% | 1,351 | +51.1% | 0.00% | 0.0% |
| Q1 2017 | $47,000 | -88.3% | 894 | -89.1% | 0.00% | -88.9% |
| Q4 2016 | $402,000 | -9.7% | 8,220 | -3.5% | 0.01% | -18.2% |
| Q3 2016 | $445,000 | +6.0% | 8,515 | +0.2% | 0.01% | 0.0% |
| Q2 2016 | $420,000 | – | 8,498 | – | 0.01% | – |
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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% |