JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 116 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $923,700 | -6.5% | 18,273 | -4.0% | 0.01% | -10.0% |
| Q2 2023 | $988,228 | -0.4% | 19,030 | +0.4% | 0.01% | -9.1% |
| Q1 2023 | $991,825 | -18.9% | 18,961 | -23.6% | 0.01% | 0.0% |
| Q4 2022 | $1,222,538 | -99.9% | 24,808 | -48.6% | 0.01% | 0.0% |
| Q3 2022 | $1,035,034,000 | +104028.2% | 48,278 | +137.1% | 0.01% | +10.0% |
| Q2 2022 | $994,000 | -7.4% | 20,360 | +7.1% | 0.01% | -9.1% |
| Q1 2022 | $1,074,000 | -7.0% | 19,014 | -2.6% | 0.01% | -8.3% |
| Q4 2021 | $1,155,000 | +1.0% | 19,518 | +3.0% | 0.01% | +9.1% |
| Q3 2021 | $1,143,000 | +24.1% | 18,945 | +28.4% | 0.01% | +10.0% |
| Q2 2021 | $921,000 | +38.9% | 14,754 | +35.8% | 0.01% | +25.0% |
| Q1 2021 | $663,000 | +2.6% | 10,868 | -1.6% | 0.01% | +14.3% |
| Q4 2020 | $646,000 | -99.9% | 11,044 | +7262.7% | 0.01% | -22.2% |
| Q3 2020 | $507,000,000 | – | 150 | – | 0.01% | – |
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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% |