JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 116 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,510,614 | -4.1% | 49,665 | -1.5% | 1.69% | +2.7% |
| Q2 2023 | $2,617,894 | +0.8% | 50,411 | +1.6% | 1.64% | -6.8% |
| Q1 2023 | $2,596,686 | +10.1% | 49,640 | +3.9% | 1.76% | -3.4% |
| Q4 2022 | $2,358,435 | +21.1% | 47,789 | +6.7% | 1.82% | +20.6% |
| Q3 2022 | $1,947,000 | -9.2% | 44,808 | +1.8% | 1.51% | -2.3% |
| Q2 2022 | $2,145,000 | -12.2% | 44,004 | +2.3% | 1.55% | +3.4% |
| Q1 2022 | $2,443,000 | +2.6% | 43,023 | +6.9% | 1.50% | +6.8% |
| Q4 2021 | $2,380,000 | +0.4% | 40,228 | +2.7% | 1.40% | -3.4% |
| Q3 2021 | $2,371,000 | -0.8% | 39,171 | +2.4% | 1.45% | -0.5% |
| Q2 2021 | $2,390,000 | +2.2% | 38,266 | -0.2% | 1.46% | +0.6% |
| Q1 2021 | $2,338,000 | +1.9% | 38,330 | +1.1% | 1.45% | +3.3% |
| Q4 2020 | $2,294,000 | +27.6% | 37,929 | +8.9% | 1.40% | +11.7% |
| Q3 2020 | $1,798,000 | +7.1% | 34,833 | +2.5% | 1.26% | -27.0% |
| Q2 2020 | $1,679,000 | -4.3% | 33,971 | -11.4% | 1.72% | -5.4% |
| Q1 2020 | $1,754,000 | -21.1% | 38,352 | -1.5% | 1.82% | +6.1% |
| Q4 2019 | $2,223,000 | – | 38,935 | – | 1.72% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stonehearth Capital Management, LLC | 203,259 | $12,259,000 | 6.38% |
| Sterneck Capital Management, LLC | 120,937 | $7,294,000 | 4.64% |
| Lenox Wealth Advisors, LLC | 546,761 | $32,975,000 | 4.24% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4,282,282 | $263,442,000 | 3.88% |
| Elm Partners Management LLC | 319,898 | $20,138,000 | 2.69% |
| Day & Ennis, LLC | 125,267 | $7,555,000 | 2.61% |
| CreativeOne Wealth, LLC | 651,877 | $39,415,000 | 2.32% |
| LexAurum Advisors, LLC | 104,155 | $6,282,000 | 1.86% |
| RVW Wealth, LLC | 253,639 | $15,000,000 | 1.80% |
| BELLEVUE ASSET MANAGEMENT, LLC | 39,171 | $2,371,000 | 1.45% |