JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 89 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,182,182 | +0.8% | 23,386 | +3.5% | 0.12% | +5.3% |
| Q2 2023 | $1,173,252 | -8.6% | 22,593 | -7.9% | 0.11% | -9.5% |
| Q1 2023 | $1,283,648 | -1.1% | 24,539 | -6.8% | 0.13% | -3.8% |
| Q4 2022 | $1,297,705 | -6.2% | 26,333 | -18.6% | 0.13% | -10.9% |
| Q3 2022 | $1,384,000 | -26.8% | 32,332 | -16.6% | 0.15% | -23.4% |
| Q2 2022 | $1,892,000 | -20.9% | 38,763 | -8.4% | 0.19% | -11.1% |
| Q1 2022 | $2,391,000 | -6.1% | 42,323 | -1.7% | 0.22% | -1.8% |
| Q4 2021 | $2,546,000 | -5.1% | 43,037 | -3.2% | 0.22% | -15.1% |
| Q3 2021 | $2,682,000 | -1.4% | 44,478 | +2.1% | 0.26% | 0.0% |
| Q2 2021 | $2,721,000 | +0.9% | 43,568 | -1.4% | 0.26% | -4.4% |
| Q1 2021 | $2,696,000 | +1.0% | 44,200 | -3.6% | 0.27% | -3.2% |
| Q4 2020 | $2,669,000 | – | 45,846 | – | 0.28% | – |
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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% |