JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 89 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $425,429 | +41.9% | 8,416 | +45.7% | 0.06% | +34.0% |
| Q2 2023 | $299,896 | +182.9% | 5,775 | +217.8% | 0.05% | +104.3% |
| Q4 2020 | $106,000 | -10.9% | 1,817 | -21.5% | 0.02% | -23.3% |
| Q3 2020 | $119,000 | -77.6% | 2,315 | -78.5% | 0.03% | -80.6% |
| Q2 2020 | $531,000 | +9.7% | 10,743 | -4.1% | 0.16% | -11.9% |
| Q1 2020 | $484,000 | +128.3% | 11,199 | +201.0% | 0.18% | +131.6% |
| Q4 2019 | $212,000 | – | 3,721 | – | 0.08% | – |
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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% |