JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 95 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q2 2022. 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. | 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% |