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 | $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 ↓ |
|---|---|---|---|
| DWM Financial Group, Inc. | 162,738 | $9,291,000 | 9.46% |
| CreativeOne Wealth, LLC | 705,924 | $40,301,000 | 6.80% |
| Lee Financial Group Hawaii, Inc. | 120,955 | $6,905,000 | 5.45% |
| Sterneck Capital Management, LLC | 113,487 | $6,479,000 | 5.16% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2,146,394 | $122,545,000 | 4.32% |
| Lenox Wealth Advisors, LLC | 469,343 | $26,795,000 | 4.17% |
| PACIFIC FINANCIAL GROUP INC | 730,984 | $41,732,000 | 4.11% |
| Day & Ennis, LLC | 144,634 | $8,257,000 | 4.05% |
| GeoWealth Management, LLC | 122,845 | $7,013,000 | 3.77% |
| Schneider Downs Wealth Management Advisors, LP | 140,338 | $8,012,000 | 2.39% |