JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 124 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,110 | -1.7% | 319 | +0.9% | 0.01% | 0.0% |
| Q2 2023 | $16,388 | +1.8% | 316 | +2.6% | 0.01% | 0.0% |
| Q1 2023 | $16,095 | +6.4% | 308 | +0.3% | 0.01% | -16.7% |
| Q4 2022 | $15,120 | +16.3% | 307 | +0.7% | 0.01% | +20.0% |
| Q3 2022 | $13,000 | -23.5% | 305 | +2.0% | 0.01% | -16.7% |
| Q1 2022 | $17,000 | -59.5% | 299 | -57.4% | 0.01% | -60.0% |
| Q4 2021 | $42,000 | -14.3% | 702 | -14.3% | 0.02% | -25.0% |
| Q3 2021 | $49,000 | +28.9% | 819 | -7.4% | 0.02% | -28.6% |
| Q1 2020 | $38,000 | – | 884 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| DWM Financial Group, Inc. | 162,738 | $9,291,000 | 9.46% |
| CreativeOne Wealth, LLC | 705,924 | $40,301,000 | 6.80% |
| Lee Financial Group Hawaii, Inc. | 120,955 | $6,905,000 | 5.45% |
| Sterneck Capital Management, LLC | 113,487 | $6,479,000 | 5.16% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2,146,394 | $122,545,000 | 4.32% |
| Lenox Wealth Advisors, LLC | 469,343 | $26,795,000 | 4.17% |
| PACIFIC FINANCIAL GROUP INC | 730,984 | $41,732,000 | 4.11% |
| Day & Ennis, LLC | 144,634 | $8,257,000 | 4.05% |
| GeoWealth Management, LLC | 122,845 | $7,013,000 | 3.77% |
| Schneider Downs Wealth Management Advisors, LP | 140,338 | $8,012,000 | 2.39% |