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 | $1,022,728 | +1.1% | 20,232 | +3.8% | 0.02% | +6.7% |
| Q2 2023 | $1,011,804 | -0.6% | 19,484 | +0.1% | 0.02% | -6.2% |
| Q1 2023 | $1,017,743 | -7.1% | 19,456 | -12.5% | 0.02% | -15.8% |
| Q4 2022 | $1,095,248 | +62.5% | 22,225 | +41.1% | 0.02% | +46.2% |
| Q3 2022 | $674,000 | +7388.9% | 15,748 | +8648.9% | 0.01% | – |
| Q2 2022 | $9,000 | -82.4% | 180 | -79.9% | 0.00% | -100.0% |
| Q1 2022 | $51,000 | -3.8% | 895 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $53,000 | +23.3% | 895 | +25.2% | 0.00% | 0.0% |
| Q3 2021 | $43,000 | -4.4% | 715 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $45,000 | -99.9% | 715 | -50.0% | 0.00% | 0.0% |
| Q1 2021 | $87,230,000 | +223566.7% | 1,430 | +115.0% | 0.00% | 0.0% |
| Q4 2020 | $39,000 | +8.3% | 665 | -3.9% | 0.00% | 0.0% |
| Q3 2020 | $36,000 | +5.9% | 692 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $34,000 | -83.2% | 692 | -85.3% | 0.00% | -85.7% |
| Q1 2020 | $202,000 | -70.7% | 4,692 | -61.2% | 0.01% | -65.0% |
| Q4 2019 | $690,000 | +57.2% | 12,090 | +46.1% | 0.02% | +33.3% |
| Q3 2019 | $439,000 | -22.4% | 8,275 | -20.5% | 0.02% | -28.6% |
| Q2 2019 | $566,000 | +460.4% | 10,410 | +501.7% | 0.02% | +320.0% |
| Q3 2018 | $101,000 | – | 1,730 | – | 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% |