JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 134 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $263,000 | -25.3% | 4,356 | -29.4% | 0.00% | -75.0% |
| Q4 2019 | $352,000 | -2.8% | 6,169 | -9.3% | 0.01% | -20.0% |
| Q3 2019 | $362,000 | -37.7% | 6,799 | -36.3% | 0.01% | -41.2% |
| Q2 2019 | $581,000 | -22.3% | 10,676 | -21.1% | 0.02% | -67.3% |
| Q1 2019 | $748,000 | -48.4% | 13,533 | -52.5% | 0.05% | -79.0% |
| Q4 2018 | $1,451,000 | -78.5% | 28,511 | -75.3% | 0.25% | -33.2% |
| Q3 2018 | $6,740,000 | +94.4% | 115,450 | +91.8% | 0.37% | +57.2% |
| Q2 2018 | $3,467,000 | +1.1% | 60,183 | +4.3% | 0.24% | -10.9% |
| Q1 2018 | $3,429,000 | +5.1% | 57,705 | +6.2% | 0.26% | -8.0% |
| Q4 2017 | $3,262,000 | +2.4% | 54,320 | -1.3% | 0.29% | -2.7% |
| Q3 2017 | $3,186,000 | -0.1% | 55,012 | -3.1% | 0.30% | -22.3% |
| Q2 2017 | $3,190,000 | +25.6% | 56,799 | +18.7% | 0.38% | -19.1% |
| Q1 2017 | $2,540,000 | +36.3% | 47,869 | +25.7% | 0.47% | -37.6% |
| Q4 2016 | $1,863,000 | – | 38,076 | – | 0.76% | – |
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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% |