JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 124 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $8,000 | -11.1% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $9,000 | -18.2% | 200 | 0.0% | 0.00% | -33.3% |
| Q1 2022 | $11,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $11,000 | -8.3% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $12,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $12,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $12,000 | 0.0% | 200 | 0.0% | 0.00% | -25.0% |
| Q4 2020 | $12,000 | +20.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $10,000 | +11.1% | 200 | 0.0% | 0.00% | +33.3% |
| Q2 2020 | $9,000 | -43.8% | 200 | -50.0% | 0.00% | -62.5% |
| Q1 2020 | $16,000 | -27.3% | 400 | 0.0% | 0.01% | +14.3% |
| Q4 2019 | $22,000 | +4.8% | 400 | 0.0% | 0.01% | -12.5% |
| Q3 2019 | $21,000 | 0.0% | 400 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $21,000 | – | 400 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DWM Financial Group, Inc. | 162,738 | $9,291,000 | 9.46% |
| CreativeOne Wealth, LLC | 705,924 | $40,301,000 | 6.80% |
| Lee Financial Group Hawaii, Inc. | 120,955 | $6,905,000 | 5.45% |
| Sterneck Capital Management, LLC | 113,487 | $6,479,000 | 5.16% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2,146,394 | $122,545,000 | 4.32% |
| Lenox Wealth Advisors, LLC | 469,343 | $26,795,000 | 4.17% |
| PACIFIC FINANCIAL GROUP INC | 730,984 | $41,732,000 | 4.11% |
| Day & Ennis, LLC | 144,634 | $8,257,000 | 4.05% |
| GeoWealth Management, LLC | 122,845 | $7,013,000 | 3.77% |
| Schneider Downs Wealth Management Advisors, LP | 140,338 | $8,012,000 | 2.39% |