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 Q2 2021. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $212,290 | -0.7% | 4,088 | 0.0% | 0.11% | -3.4% |
| Q1 2023 | $213,843 | +3.9% | 4,088 | -2.1% | 0.12% | -13.9% |
| Q4 2022 | $205,778 | +0.9% | 4,174 | +0.1% | 0.14% | +10.5% |
| Q2 2022 | $204,000 | -13.2% | 4,171 | +0.1% | 0.12% | +1.6% |
| Q1 2022 | $235,000 | -2.5% | 4,168 | 0.0% | 0.12% | -6.2% |
| Q4 2021 | $241,000 | -4.0% | 4,168 | 0.0% | 0.13% | -7.1% |
| Q3 2021 | $251,000 | -3.5% | 4,168 | 0.0% | 0.14% | -6.0% |
| Q2 2021 | $260,000 | +1.2% | 4,168 | 0.0% | 0.15% | -4.5% |
| Q1 2021 | $257,000 | +2.8% | 4,168 | 0.0% | 0.16% | -9.8% |
| Q4 2020 | $250,000 | +14.2% | 4,168 | 0.0% | 0.17% | -1.1% |
| Q3 2020 | $219,000 | +4.3% | 4,168 | 0.0% | 0.18% | -6.9% |
| Q2 2020 | $210,000 | -11.0% | 4,168 | 0.0% | 0.19% | -3.6% |
| Q4 2019 | $236,000 | – | 4,168 | – | 0.20% | – |
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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% |