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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $229,000 | -22.4% | 4,051 | -18.8% | 0.01% | -22.2% |
| Q4 2021 | $295,000 | -1.7% | 4,986 | +0.3% | 0.01% | -10.0% |
| Q3 2021 | $300,000 | -5.4% | 4,971 | -2.1% | 0.01% | -9.1% |
| Q2 2021 | $317,000 | +2.6% | 5,076 | +0.1% | 0.01% | -15.4% |
| Q1 2021 | $309,000 | +4.7% | 5,070 | +0.0% | 0.01% | -7.1% |
| Q4 2020 | $295,000 | -95.2% | 5,069 | -95.8% | 0.01% | -96.3% |
| Q3 2020 | $6,195,000 | +13.9% | 120,042 | +9.1% | 0.38% | -2.3% |
| Q2 2020 | $5,438,000 | +47.4% | 110,050 | +28.9% | 0.39% | +14.7% |
| Q1 2020 | $3,690,000 | -25.6% | 85,349 | -1.7% | 0.34% | -18.4% |
| Q4 2019 | $4,958,000 | +62.7% | 86,853 | +51.6% | 0.42% | +21.9% |
| Q3 2019 | $3,047,000 | +26.3% | 57,309 | +27.2% | 0.34% | +8.5% |
| Q2 2019 | $2,412,000 | +19.9% | 45,064 | +23.9% | 0.32% | -7.3% |
| Q1 2019 | $2,012,000 | +551.1% | 36,383 | +499.0% | 0.34% | +306.0% |
| Q4 2018 | $309,000 | – | 6,074 | – | 0.08% | – |
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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% |