JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 100 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| Stonehearth Capital Management, LLC | 203,259 | $12,259,000 | 6.38% |
| Sterneck Capital Management, LLC | 120,937 | $7,294,000 | 4.64% |
| Lenox Wealth Advisors, LLC | 546,761 | $32,975,000 | 4.24% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4,282,282 | $263,442,000 | 3.88% |
| Elm Partners Management LLC | 319,898 | $20,138,000 | 2.69% |
| Day & Ennis, LLC | 125,267 | $7,555,000 | 2.61% |
| CreativeOne Wealth, LLC | 651,877 | $39,415,000 | 2.32% |
| LexAurum Advisors, LLC | 104,155 | $6,282,000 | 1.86% |
| RVW Wealth, LLC | 253,639 | $15,000,000 | 1.80% |
| BELLEVUE ASSET MANAGEMENT, LLC | 39,171 | $2,371,000 | 1.45% |