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%.
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 ↓ |
|---|---|---|---|
| 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% |