BELLEVUE ASSET MANAGEMENT, LLC - JP MORGAN EXCHANGE TRADED FD ownership

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JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 104 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

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Quarter-by-quarter ownership
BELLEVUE ASSET MANAGEMENT, LLC ownership history of JP MORGAN EXCHANGE TRADED FD
ValueSharesWeighting
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
JP MORGAN EXCHANGE TRADED FD shareholders Q1 2022
NameSharesValueWeighting ↓
DWM Financial Group, Inc. 167,431$9,746,00013.27%
Choice Wealth Advisors, LLC 190,942$11,115,00010.03%
Stonehearth Capital Management, LLC 196,440$11,435,0006.45%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3,699,342$220,629,0004.99%
Sterneck Capital Management, LLC 108,936$6,341,0004.76%
Lenox Wealth Advisors, LLC 506,773$29,499,0004.20%
CreativeOne Wealth, LLC 706,294$41,113,0003.40%
Day & Ennis, LLC 131,539$7,657,0003.04%
LexAurum Advisors, LLC 98,383$5,727,0002.05%
GeoWealth Management, LLC 218,391$12,712,0002.04%
View complete list of JP MORGAN EXCHANGE TRADED FD shareholders