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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $798,821 | -13.4% | 14,450 | -11.8% | 0.03% | +64.7% |
| Q1 2024 | $922,573 | +9.9% | 16,378 | +3.5% | 0.02% | -39.3% |
| Q4 2023 | $839,847 | -9.9% | 15,828 | -14.1% | 0.03% | -20.0% |
| Q3 2023 | $931,738 | -9.6% | 18,432 | -7.1% | 0.04% | -7.9% |
| Q2 2023 | $1,030,171 | +24.7% | 19,838 | +25.6% | 0.04% | +18.8% |
| Q1 2023 | $826,011 | +561812.2% | 15,791 | +429.2% | 0.03% | +300.0% |
| Q4 2022 | $147 | -99.4% | 2,984 | +448.5% | 0.01% | +700.0% |
| Q3 2022 | $23,000 | -80.8% | 544 | -77.9% | 0.00% | -80.0% |
| Q2 2022 | $120,000 | -59.7% | 2,457 | -53.5% | 0.01% | -37.5% |
| Q1 2022 | $298,000 | +4.9% | 5,281 | +10.2% | 0.01% | +33.3% |
| Q4 2021 | $284,000 | -22.8% | 4,791 | -21.4% | 0.01% | -40.0% |
| Q3 2021 | $368,000 | -3.4% | 6,098 | +0.0% | 0.01% | 0.0% |
| Q2 2021 | $381,000 | -9.3% | 6,096 | -11.5% | 0.01% | -9.1% |
| Q1 2021 | $420,000 | – | 6,887 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stonehearth Capital Management, LLC | 185,746 | $9,153,557 | 5.15% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 6,838,712 | $360,878,840 | 4.64% |
| Sterneck Capital Management, LLC | 113,721 | $5,604,194 | 3.72% |
| CreativeOne Wealth, LLC | 751,278 | $37,023 | 2.04% |
| BELLEVUE ASSET MANAGEMENT, LLC | 47,789 | $2,358,435 | 1.82% |
| Day & Ennis, LLC | 91,577 | $4,512,917 | 1.75% |
| LexAurum Advisors, LLC | 77,633 | $3,825,754 | 1.37% |
| Quantitative Advantage, LLC | 116,810 | $5,756,397 | 0.89% |
| Vawter Financial, Ltd. | 12,294 | $605,852 | 0.71% |
| GeoWealth Management, LLC | 105,894 | $5,218 | 0.55% |