JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 111 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| Choice Wealth Advisors, LLC | 213,325 | $13,322,000 | 9.57% |
| Stonehearth Capital Management, LLC | 207,895 | $12,983,000 | 6.39% |
| Sterneck Capital Management, LLC | 120,098 | $7,527,000 | 4.66% |
| Lenox Wealth Advisors, LLC | 538,816 | $33,649,000 | 4.31% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3,969,724 | $248,266,000 | 4.00% |
| Day & Ennis, LLC | 124,773 | $7,792,000 | 2.70% |
| CreativeOne Wealth, LLC | 673,914 | $42,086,000 | 2.60% |
| RVW Wealth, LLC | 243,026 | $15,000,000 | 1.88% |
| LexAurum Advisors, LLC | 101,244 | $6,323,000 | 1.87% |
| GeoWealth Management, LLC | 225,047 | $14,057,000 | 1.78% |