JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 95 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $203,231 | -25.8% | 4,124 | -33.3% | 0.08% | -29.4% |
| Q3 2022 | $274,000 | -26.5% | 6,187 | -20.3% | 0.11% | -24.3% |
| Q2 2022 | $373,000 | -26.7% | 7,763 | -13.3% | 0.14% | -16.8% |
| Q1 2022 | $509,000 | -14.3% | 8,949 | -11.3% | 0.17% | -13.9% |
| Q4 2021 | $594,000 | -12.1% | 10,086 | -10.5% | 0.20% | -18.0% |
| Q3 2021 | $676,000 | -10.8% | 11,263 | -6.3% | 0.24% | -10.3% |
| Q2 2021 | $758,000 | -11.7% | 12,024 | -14.6% | 0.27% | -19.0% |
| Q1 2021 | $858,000 | -5.4% | 14,074 | -9.3% | 0.34% | -14.5% |
| Q4 2020 | $907,000 | -0.2% | 15,514 | -12.0% | 0.39% | -12.2% |
| Q3 2020 | $909,000 | -0.9% | 17,622 | -5.1% | 0.45% | -6.5% |
| Q2 2020 | $917,000 | +16.5% | 18,560 | +1.9% | 0.48% | 0.0% |
| Q1 2020 | $787,000 | -21.8% | 18,208 | +3.0% | 0.48% | -1.2% |
| Q4 2019 | $1,007,000 | -9.4% | 17,677 | -16.4% | 0.49% | -16.5% |
| Q3 2019 | $1,112,000 | -5.6% | 21,149 | -0.7% | 0.58% | -3.6% |
| Q2 2019 | $1,178,000 | -1.7% | 21,293 | -1.7% | 0.60% | -3.8% |
| Q1 2019 | $1,198,000 | +18.5% | 21,670 | +14.1% | 0.63% | +11.0% |
| Q4 2018 | $1,011,000 | -4.9% | 18,995 | +2.9% | 0.57% | -1.2% |
| Q2 2018 | $1,063,000 | – | 18,461 | – | 0.57% | – |
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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% |