JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 115 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $4,000 | -20.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $5,000 | -96.2% | 100 | -95.7% | 0.00% | -95.8% |
| Q1 2022 | $132,000 | -4.3% | 2,341 | +0.0% | 0.07% | +1.4% |
| Q4 2021 | $138,000 | -4.2% | 2,340 | -2.3% | 0.07% | -12.3% |
| Q3 2021 | $144,000 | -11.7% | 2,396 | -8.0% | 0.08% | -14.7% |
| Q2 2021 | $163,000 | -35.8% | 2,604 | -37.4% | 0.10% | -39.9% |
| Q1 2021 | $254,000 | -7.3% | 4,163 | -11.4% | 0.16% | -11.7% |
| Q4 2020 | $274,000 | +5.4% | 4,700 | -6.7% | 0.18% | -1.1% |
| Q3 2020 | $260,000 | -32.3% | 5,036 | -35.2% | 0.18% | -33.7% |
| Q2 2020 | $384,000 | -11.1% | 7,767 | -22.3% | 0.27% | -12.2% |
| Q1 2020 | $432,000 | -48.1% | 9,997 | -31.4% | 0.31% | -41.5% |
| Q4 2019 | $832,000 | – | 14,577 | – | 0.53% | – |
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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% |