JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 100 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,678,127 | -2.8% | 72,762 | -0.1% | 1.08% | -5.6% |
| Q2 2023 | $3,783,517 | -5.8% | 72,858 | -5.1% | 1.14% | -14.6% |
| Q1 2023 | $4,017,905 | +5.0% | 76,810 | -1.1% | 1.33% | -2.6% |
| Q4 2022 | $3,825,754 | +18.6% | 77,633 | +3.0% | 1.37% | +9.9% |
| Q3 2022 | $3,226,000 | -14.2% | 75,341 | -2.1% | 1.25% | -11.2% |
| Q2 2022 | $3,758,000 | -2.9% | 76,986 | +12.3% | 1.40% | +11.2% |
| Q1 2022 | $3,872,000 | -46.9% | 68,526 | -44.4% | 1.26% | -46.8% |
| Q4 2021 | $7,298,000 | +16.2% | 123,345 | +18.4% | 2.38% | +28.1% |
| Q3 2021 | $6,282,000 | -0.6% | 104,155 | +2.9% | 1.86% | -1.0% |
| Q2 2021 | $6,323,000 | +3.6% | 101,244 | +1.2% | 1.87% | -10.2% |
| Q1 2021 | $6,102,000 | +6.5% | 100,039 | +1.7% | 2.09% | +1.6% |
| Q4 2020 | $5,727,000 | +14.9% | 98,383 | +1.9% | 2.05% | +0.3% |
| Q3 2020 | $4,983,000 | +7.6% | 96,557 | +3.0% | 2.05% | -19.1% |
| Q2 2020 | $4,630,000 | +9.5% | 93,704 | -4.1% | 2.53% | -13.7% |
| Q1 2020 | $4,227,000 | +29.0% | 97,751 | +70.3% | 2.93% | +81.1% |
| Q4 2019 | $3,277,000 | +41.9% | 57,400 | +32.1% | 1.62% | +18.4% |
| Q3 2019 | $2,310,000 | +1.0% | 43,440 | +3.5% | 1.37% | -3.2% |
| Q2 2019 | $2,286,000 | +2.9% | 41,977 | +4.4% | 1.41% | -4.0% |
| Q1 2019 | $2,222,000 | +13.7% | 40,192 | +4.7% | 1.47% | -2.7% |
| Q4 2018 | $1,954,000 | +55.7% | 38,405 | +78.6% | 1.51% | +71.8% |
| Q3 2018 | $1,255,000 | +66.7% | 21,501 | +64.5% | 0.88% | +31.7% |
| Q2 2018 | $753,000 | +8.3% | 13,073 | +11.8% | 0.67% | +13.6% |
| Q1 2018 | $695,000 | +15.4% | 11,698 | +20.6% | 0.59% | +4.3% |
| Q4 2017 | $602,000 | – | 9,697 | – | 0.56% | – |
Download | ||||||
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% |