JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 89 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $79,161 | -54.1% | 1,566 | -27.6% | 0.00% | -100.0% |
| Q2 2023 | $172,492 | +4480.2% | 2,164 | +2905.6% | 0.00% | – |
| Q1 2023 | $3,766 | -25.1% | 72 | -29.4% | 0.00% | – |
| Q4 2022 | $5,027 | -16.2% | 102 | -18.4% | 0.00% | – |
| Q2 2022 | $6,000 | -72.7% | 125 | -67.6% | 0.00% | – |
| Q1 2022 | $22,000 | +175.0% | 386 | +175.7% | 0.00% | – |
| Q4 2021 | $8,000 | +60.0% | 140 | +84.2% | 0.00% | – |
| Q2 2021 | $5,000 | -96.7% | 76 | -97.8% | 0.00% | -100.0% |
| Q1 2020 | $150,000 | – | 3,462 | – | 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% |