JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 115 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $65,000 | -18.8% | 1,350 | -5.1% | 0.00% | – |
| Q1 2022 | $80,000 | -3.6% | 1,423 | +1.1% | 0.00% | – |
| Q4 2021 | $83,000 | +1.2% | 1,407 | +2.6% | 0.00% | – |
| Q3 2021 | $82,000 | -10.9% | 1,371 | -7.6% | 0.00% | -100.0% |
| Q2 2021 | $92,000 | -4.2% | 1,483 | -5.8% | 0.00% | 0.0% |
| Q1 2021 | $96,000 | +5.5% | 1,575 | +0.3% | 0.00% | 0.0% |
| Q4 2020 | $91,000 | +13.8% | 1,571 | +0.7% | 0.00% | 0.0% |
| Q3 2020 | $80,000 | -87.2% | 1,560 | -87.6% | 0.00% | -85.7% |
| Q2 2020 | $623,000 | -19.1% | 12,601 | -29.3% | 0.01% | -30.0% |
| Q1 2020 | $770,000 | -39.9% | 17,819 | -20.7% | 0.01% | -37.5% |
| Q4 2019 | $1,282,000 | +40.1% | 22,460 | +30.5% | 0.02% | +33.3% |
| Q3 2019 | $915,000 | – | 17,214 | – | 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% |