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 ↓ |
|---|---|---|---|
| Choice Wealth Advisors, LLC | 213,325 | $13,322,000 | 9.57% |
| Stonehearth Capital Management, LLC | 207,895 | $12,983,000 | 6.39% |
| Sterneck Capital Management, LLC | 120,098 | $7,527,000 | 4.66% |
| Lenox Wealth Advisors, LLC | 538,816 | $33,649,000 | 4.31% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3,969,724 | $248,266,000 | 4.00% |
| Day & Ennis, LLC | 124,773 | $7,792,000 | 2.70% |
| CreativeOne Wealth, LLC | 673,914 | $42,086,000 | 2.60% |
| RVW Wealth, LLC | 243,026 | $15,000,000 | 1.88% |
| LexAurum Advisors, LLC | 101,244 | $6,323,000 | 1.87% |
| GeoWealth Management, LLC | 225,047 | $14,057,000 | 1.78% |