JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 134 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $367,000 | -11.8% | 6,197 | -8.6% | 0.10% | -15.8% |
| Q3 2021 | $416,000 | +0.7% | 6,778 | +2.3% | 0.11% | -3.4% |
| Q2 2021 | $413,000 | -0.5% | 6,623 | -0.7% | 0.12% | -12.6% |
| Q1 2021 | $415,000 | +2.5% | 6,673 | +0.2% | 0.14% | -2.2% |
| Q4 2020 | $405,000 | +23.1% | 6,661 | +2.0% | 0.14% | +4.5% |
| Q3 2020 | $329,000 | -2.7% | 6,532 | +1.0% | 0.13% | -2.9% |
| Q2 2020 | $338,000 | +19.0% | 6,469 | +2.1% | 0.14% | -4.2% |
| Q1 2020 | $284,000 | -44.3% | 6,337 | -28.8% | 0.14% | -37.4% |
| Q4 2019 | $510,000 | -8.1% | 8,897 | -10.3% | 0.23% | -16.2% |
| Q3 2019 | $555,000 | – | 9,918 | – | 0.27% | – |
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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% |