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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $519,916 | -5.7% | 10,280 | -3.2% | 0.01% | 0.0% |
| Q2 2023 | $551,263 | -14.4% | 10,615 | -13.8% | 0.01% | -14.3% |
| Q1 2023 | $643,841 | -8.7% | 12,309 | -14.0% | 0.01% | -12.5% |
| Q4 2022 | $705,203 | -45.8% | 14,310 | -52.9% | 0.01% | -50.0% |
| Q3 2022 | $1,302,000 | -24.1% | 30,367 | -13.6% | 0.02% | -20.0% |
| Q2 2022 | $1,715,000 | -12.0% | 35,161 | +1.9% | 0.02% | -4.8% |
| Q1 2022 | $1,948,000 | -4.4% | 34,511 | +0.2% | 0.02% | +5.0% |
| Q4 2021 | $2,037,000 | +1.3% | 34,436 | +3.3% | 0.02% | -4.8% |
| Q3 2021 | $2,011,000 | -0.1% | 33,350 | +3.4% | 0.02% | +5.0% |
| Q2 2021 | $2,014,000 | +2.4% | 32,256 | 0.0% | 0.02% | -9.1% |
| Q1 2021 | $1,966,000 | -5.2% | 32,256 | -9.5% | 0.02% | -8.3% |
| Q4 2020 | $2,074,000 | +1.5% | 35,650 | -10.0% | 0.02% | -11.1% |
| Q3 2020 | $2,044,000 | -20.4% | 39,629 | -23.9% | 0.03% | -27.0% |
| Q2 2020 | $2,569,000 | -25.6% | 52,070 | -34.9% | 0.04% | -22.9% |
| Q1 2020 | $3,454,000 | -29.0% | 79,987 | -6.2% | 0.05% | -27.3% |
| Q4 2019 | $4,864,000 | +5.1% | 85,258 | -2.1% | 0.07% | -4.3% |
| Q3 2019 | $4,629,000 | -6.2% | 87,079 | -4.0% | 0.07% | -6.8% |
| Q2 2019 | $4,933,000 | +0.2% | 90,711 | +1.8% | 0.07% | -7.5% |
| Q1 2019 | $4,923,000 | +12.6% | 89,085 | +3.8% | 0.08% | +1.3% |
| Q4 2018 | $4,371,000 | +177.2% | 85,804 | +217.9% | 0.08% | +216.0% |
| Q3 2018 | $1,577,000 | +94.2% | 26,995 | +90.9% | 0.02% | +78.6% |
| Q2 2018 | $812,000 | +5.6% | 14,143 | +9.5% | 0.01% | +7.7% |
| Q1 2018 | $769,000 | +9.9% | 12,921 | +11.0% | 0.01% | +8.3% |
| Q4 2017 | $700,000 | +1.7% | 11,645 | -2.0% | 0.01% | -7.7% |
| Q3 2017 | $688,000 | +5.5% | 11,881 | +2.2% | 0.01% | 0.0% |
| Q2 2017 | $652,000 | +23.0% | 11,621 | +16.2% | 0.01% | +18.2% |
| Q1 2017 | $530,000 | +24.7% | 9,999 | +15.3% | 0.01% | +10.0% |
| Q4 2016 | $425,000 | +534.3% | 8,672 | +574.9% | 0.01% | +400.0% |
| Q3 2016 | $67,000 | – | 1,285 | – | 0.00% | – |
Download | ||||||
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% |