JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 3 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,012,344 | -12.5% | 18,901 | -17.5% | 0.06% | -31.7% |
| Q3 2023 | $1,157,435 | -3.5% | 22,897 | -0.9% | 0.08% | -3.5% |
| Q2 2023 | $1,199,741 | +3.6% | 23,103 | -1.7% | 0.08% | -19.8% |
| Q4 2022 | $1,157,657 | +3.4% | 23,491 | -10.2% | 0.11% | -18.5% |
| Q3 2022 | $1,120,000 | -12.2% | 26,151 | +0.1% | 0.13% | -14.5% |
| Q2 2022 | $1,276,000 | -15.6% | 26,136 | -2.2% | 0.15% | -28.6% |
| Q1 2022 | $1,511,000 | -20.6% | 26,737 | -16.8% | 0.21% | -12.3% |
| Q4 2021 | $1,902,000 | -78.6% | 32,150 | -78.1% | 0.24% | -66.7% |
| Q3 2021 | $8,870,000 | +19.9% | 147,075 | +24.2% | 0.73% | +2.2% |
| Q2 2021 | $7,396,000 | – | 118,436 | – | 0.71% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DWM Financial Group, Inc. | 167,431 | $9,746,000 | 13.27% |
| Choice Wealth Advisors, LLC | 190,942 | $11,115,000 | 10.03% |
| Stonehearth Capital Management, LLC | 196,440 | $11,435,000 | 6.45% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3,699,342 | $220,629,000 | 4.99% |
| Sterneck Capital Management, LLC | 108,936 | $6,341,000 | 4.76% |
| Lenox Wealth Advisors, LLC | 506,773 | $29,499,000 | 4.20% |
| CreativeOne Wealth, LLC | 706,294 | $41,113,000 | 3.40% |
| Day & Ennis, LLC | 131,539 | $7,657,000 | 3.04% |
| LexAurum Advisors, LLC | 98,383 | $5,727,000 | 2.05% |
| GeoWealth Management, LLC | 218,391 | $12,712,000 | 2.04% |