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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stonehearth Capital Management, LLC | 203,259 | $12,259,000 | 6.38% |
| Sterneck Capital Management, LLC | 120,937 | $7,294,000 | 4.64% |
| Lenox Wealth Advisors, LLC | 546,761 | $32,975,000 | 4.24% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4,282,282 | $263,442,000 | 3.88% |
| Elm Partners Management LLC | 319,898 | $20,138,000 | 2.69% |
| Day & Ennis, LLC | 125,267 | $7,555,000 | 2.61% |
| CreativeOne Wealth, LLC | 651,877 | $39,415,000 | 2.32% |
| LexAurum Advisors, LLC | 104,155 | $6,282,000 | 1.86% |
| RVW Wealth, LLC | 253,639 | $15,000,000 | 1.80% |
| BELLEVUE ASSET MANAGEMENT, LLC | 39,171 | $2,371,000 | 1.45% |