JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 94 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q2 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 ↓ |
|---|---|---|---|
| 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% |