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 2020 | $248,000 | -7.5% | 4,814 | -11.3% | 0.06% | -15.7% |
| Q2 2020 | $268,000 | +14.5% | 5,428 | 0.0% | 0.07% | -11.4% |
| Q1 2020 | $234,000 | -40.2% | 5,428 | -20.9% | 0.08% | -22.5% |
| Q4 2019 | $391,000 | +5.4% | 6,863 | -1.5% | 0.10% | -4.7% |
| Q3 2019 | $371,000 | -28.2% | 6,969 | -26.6% | 0.11% | -35.9% |
| Q2 2019 | $517,000 | -27.7% | 9,498 | -26.6% | 0.17% | -28.3% |
| Q1 2019 | $715,000 | +8.8% | 12,947 | +0.2% | 0.23% | -17.4% |
| Q4 2018 | $657,000 | -44.9% | 12,923 | -36.7% | 0.28% | -49.5% |
| Q3 2018 | $1,192,000 | -17.6% | 20,423 | -16.1% | 0.56% | -16.2% |
| Q1 2018 | $1,446,000 | -2.2% | 24,339 | -1.2% | 0.67% | -2.6% |
| Q4 2017 | $1,479,000 | – | 24,635 | – | 0.68% | – |
Download | ||||||
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% |