JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 90 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q3 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 ↓ |
|---|---|---|---|
| Stonehearth Capital Management, LLC | 196,450 | $8,412,000 | 5.15% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 6,249,548 | $269,955,000 | 3.86% |
| Sterneck Capital Management, LLC | 114,875 | $4,919,000 | 3.48% |
| Day & Ennis, LLC | 106,976 | $4,581,000 | 1.91% |
| CreativeOne Wealth, LLC | 729,009 | $31,216,000 | 1.88% |
| BELLEVUE ASSET MANAGEMENT, LLC | 44,808 | $1,947,000 | 1.51% |
| LexAurum Advisors, LLC | 75,341 | $3,226,000 | 1.25% |
| RVW Wealth, LLC | 156,284 | $6,692,000 | 0.94% |
| Quantitative Advantage, LLC | 108,709 | $4,655,000 | 0.82% |
| Accuvest Global Advisors | 27,573 | $1,181,000 | 0.81% |