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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $964,071 | +3.5% | 17,748 | -3.6% | 0.11% | -5.4% |
| Q3 2023 | $931,131 | -8.7% | 18,420 | -6.2% | 0.11% | -6.7% |
| Q2 2023 | $1,019,869 | -18.0% | 19,639 | -17.4% | 0.12% | -22.1% |
| Q1 2023 | $1,243,121 | -15.8% | 23,765 | -20.6% | 0.15% | -18.1% |
| Q4 2022 | $1,475,521 | -78.0% | 29,942 | -80.8% | 0.19% | -80.0% |
| Q3 2022 | $6,692,000 | -26.2% | 156,284 | -15.9% | 0.94% | -22.7% |
| Q2 2022 | $9,071,000 | -25.5% | 185,852 | -13.8% | 1.22% | -13.6% |
| Q1 2022 | $12,180,000 | -10.6% | 215,568 | -6.4% | 1.41% | -7.6% |
| Q4 2021 | $13,622,000 | -9.2% | 230,223 | -9.2% | 1.52% | -15.6% |
| Q3 2021 | $15,000,000 | 0.0% | 253,639 | +4.4% | 1.80% | -3.8% |
| Q2 2021 | $15,000,000 | +7.1% | 243,026 | +5.5% | 1.88% | +2.6% |
| Q1 2021 | $14,000,000 | +16.7% | 230,317 | +7.8% | 1.83% | +3.9% |
| Q4 2020 | $12,000,000 | +15.3% | 213,655 | +5.9% | 1.76% | +0.1% |
| Q3 2020 | $10,411,000 | +7.2% | 201,729 | +2.7% | 1.76% | -0.9% |
| Q2 2020 | $9,708,000 | +135.5% | 196,473 | +106.0% | 1.77% | +84.2% |
| Q1 2020 | $4,123,000 | -58.7% | 95,353 | -45.5% | 0.96% | -55.9% |
| Q4 2019 | $9,995,000 | +13.8% | 175,076 | +6.0% | 2.19% | +4.6% |
| Q3 2019 | $8,784,000 | -25.3% | 165,213 | -23.4% | 2.09% | -25.4% |
| Q2 2019 | $11,752,000 | +4.9% | 215,784 | +6.5% | 2.80% | -2.1% |
| Q1 2019 | $11,203,000 | – | 202,626 | – | 2.86% | – |
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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% |