JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 145 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $310,697 | -0.2% | 5,983 | +0.6% | 0.01% | -8.3% |
| Q1 2023 | $311,192 | +6.7% | 5,949 | +0.5% | 0.01% | 0.0% |
| Q4 2022 | $291,688 | +1.6% | 5,919 | -11.9% | 0.01% | -7.7% |
| Q3 2022 | $287,000 | -20.1% | 6,717 | -8.9% | 0.01% | -18.8% |
| Q2 2022 | $359,000 | -15.7% | 7,372 | -2.3% | 0.02% | -5.9% |
| Q1 2022 | $426,000 | +576.2% | 7,547 | +600.1% | 0.02% | +466.7% |
| Q4 2021 | $63,000 | -26.2% | 1,078 | -99.3% | 0.00% | -57.1% |
| Q4 2019 | $85,350 | +8.5% | 149,500 | +1.0% | 0.01% | -12.5% |
| Q3 2019 | $78,692 | -2.5% | 148,000 | +97.3% | 0.01% | +14.3% |
| Q2 2019 | $80,699 | – | 75,000 | – | 0.01% | – |
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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% |