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 Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $816,393 | -4.8% | 16,150 | -2.2% | 0.16% | -1.2% |
Q2 2023 | $857,390 | -0.5% | 16,510 | +0.2% | 0.16% | -8.5% |
Q1 2023 | $861,706 | +9.9% | 16,473 | +3.5% | 0.18% | -1.7% |
Q4 2022 | $784,290 | -15.6% | 15,915 | -26.6% | 0.18% | -26.6% |
Q3 2022 | $929,000 | -14.7% | 21,692 | -2.8% | 0.24% | -12.5% |
Q2 2022 | $1,089,000 | -13.5% | 22,308 | +0.1% | 0.28% | -5.1% |
Q1 2022 | $1,259,000 | -4.2% | 22,286 | +0.3% | 0.29% | -7.3% |
Q4 2021 | $1,314,000 | +38.9% | 22,211 | +41.6% | 0.32% | +23.3% |
Q3 2021 | $946,000 | +14.9% | 15,687 | +19.0% | 0.26% | +14.7% |
Q2 2021 | $823,000 | +7.7% | 13,185 | +5.3% | 0.22% | -5.1% |
Q1 2021 | $764,000 | +4.8% | 12,520 | +0.0% | 0.24% | -5.6% |
Q4 2020 | $729,000 | +21.3% | 12,517 | +7.5% | 0.25% | +4.2% |
Q3 2020 | $601,000 | +4.5% | 11,644 | +0.0% | 0.24% | 0.0% |
Q2 2020 | $575,000 | +14.3% | 11,640 | 0.0% | 0.24% | -2.4% |
Q1 2020 | $503,000 | -17.4% | 11,640 | +9.2% | 0.25% | -16.0% |
Q4 2019 | $609,000 | +61.1% | 10,660 | +50.0% | 0.29% | +36.3% |
Q3 2019 | $378,000 | +50.6% | 7,105 | +54.3% | 0.22% | +45.3% |
Q2 2019 | $251,000 | – | 4,605 | – | 0.15% | – |
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% |