JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 111 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $359,057 | -0.2% | 7,103 | +2.6% | 0.22% | +2.3% |
| Q2 2023 | $359,615 | -2.2% | 6,925 | -1.4% | 0.22% | -8.1% |
| Q1 2023 | $367,530 | +7.0% | 7,026 | +0.8% | 0.24% | 0.0% |
| Q4 2022 | $343,432 | +13.0% | 6,969 | -1.7% | 0.24% | -0.8% |
| Q3 2022 | $304,000 | -3.2% | 7,088 | +10.3% | 0.24% | +4.9% |
| Q2 2022 | $314,000 | -12.8% | 6,426 | +0.8% | 0.23% | -1.3% |
| Q1 2022 | $360,000 | +2.6% | 6,375 | +7.6% | 0.23% | +6.0% |
| Q4 2021 | $351,000 | -2.0% | 5,927 | +2.0% | 0.22% | -7.7% |
| Q3 2021 | $358,000 | – | 5,813 | – | 0.23% | – |
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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% |