JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 104 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,077 | -94.7% | 60,868 | -94.7% | 0.22% | -84.7% |
| Q2 2023 | $57,911 | +88.5% | 1,145,079 | +95.0% | 1.44% | -4.7% |
| Q1 2023 | $30,715 | -17.0% | 587,175 | -21.8% | 1.52% | -25.6% |
| Q4 2022 | $37,023 | -99.9% | 751,278 | +3.1% | 2.04% | +8.7% |
| Q3 2022 | $31,216,000 | -19.1% | 729,009 | -7.8% | 1.88% | -10.2% |
| Q2 2022 | $38,574,000 | -4.5% | 790,287 | +10.6% | 2.09% | -0.1% |
| Q1 2022 | $40,380,000 | -13.6% | 714,687 | -9.5% | 2.09% | -9.3% |
| Q4 2021 | $46,715,000 | +18.5% | 789,499 | +21.1% | 2.31% | -0.4% |
| Q3 2021 | $39,415,000 | -6.3% | 651,877 | -3.3% | 2.32% | -10.9% |
| Q2 2021 | $42,086,000 | -0.3% | 673,914 | -2.6% | 2.60% | -18.7% |
| Q1 2021 | $42,225,000 | +2.7% | 692,201 | -2.0% | 3.20% | -6.1% |
| Q4 2020 | $41,113,000 | +6.5% | 706,294 | -5.6% | 3.40% | -36.5% |
| Q3 2020 | $38,605,000 | +2.6% | 748,013 | -1.7% | 5.36% | -8.3% |
| Q2 2020 | $37,616,000 | +32.5% | 761,303 | +15.9% | 5.85% | +7.8% |
| Q1 2020 | $28,396,000 | -29.5% | 656,710 | -7.0% | 5.42% | -20.3% |
| Q4 2019 | $40,301,000 | +14.6% | 705,924 | +6.7% | 6.80% | +0.3% |
| Q3 2019 | $35,163,000 | +3.2% | 661,325 | +5.7% | 6.79% | -5.2% |
| Q2 2019 | $34,086,000 | +16.9% | 625,882 | +18.7% | 7.16% | -5.9% |
| Q1 2019 | $29,153,000 | +30.3% | 527,277 | +20.0% | 7.61% | +1.1% |
| Q4 2018 | $22,367,000 | -2.2% | 439,512 | +12.2% | 7.53% | -10.9% |
| Q3 2018 | $22,860,000 | +13.8% | 391,559 | +12.3% | 8.45% | -2.3% |
| Q2 2018 | $20,080,000 | +14.4% | 348,608 | +18.0% | 8.64% | -0.9% |
| Q1 2018 | $17,551,000 | – | 295,322 | – | 8.72% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Choice Wealth Advisors, LLC | 213,325 | $13,322,000 | 9.57% |
| Stonehearth Capital Management, LLC | 207,895 | $12,983,000 | 6.39% |
| Sterneck Capital Management, LLC | 120,098 | $7,527,000 | 4.66% |
| Lenox Wealth Advisors, LLC | 538,816 | $33,649,000 | 4.31% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3,969,724 | $248,266,000 | 4.00% |
| Day & Ennis, LLC | 124,773 | $7,792,000 | 2.70% |
| CreativeOne Wealth, LLC | 673,914 | $42,086,000 | 2.60% |
| RVW Wealth, LLC | 243,026 | $15,000,000 | 1.88% |
| LexAurum Advisors, LLC | 101,244 | $6,323,000 | 1.87% |
| GeoWealth Management, LLC | 225,047 | $14,057,000 | 1.78% |