JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 89 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,778 | -9.6% | 233 | -7.2% | 0.00% | – |
| Q2 2023 | $13,035 | -58.9% | 251 | -58.6% | 0.00% | – |
| Q1 2023 | $31,700 | +200.6% | 606 | +183.2% | 0.00% | – |
| Q4 2022 | $10,546 | -12.1% | 214 | -27.0% | 0.00% | – |
| Q3 2022 | $12,000 | -42.9% | 293 | -32.8% | 0.00% | – |
| Q2 2022 | $21,000 | -67.2% | 436 | -61.7% | 0.00% | – |
| Q1 2022 | $64,000 | -34.0% | 1,137 | -31.0% | 0.00% | – |
| Q4 2021 | $97,000 | -10.2% | 1,649 | -7.8% | 0.00% | – |
| Q3 2021 | $108,000 | +5.9% | 1,788 | +9.8% | 0.00% | – |
| Q2 2021 | $102,000 | 0.0% | 1,629 | -2.3% | 0.00% | – |
| Q1 2021 | $102,000 | +183.3% | 1,668 | +172.1% | 0.00% | – |
| Q4 2020 | $36,000 | +100.0% | 613 | +75.6% | 0.00% | – |
| Q3 2020 | $18,000 | +200.0% | 349 | +179.2% | 0.00% | – |
| Q2 2020 | $6,000 | +20.0% | 125 | -0.8% | 0.00% | – |
| Q1 2020 | $5,000 | -68.8% | 126 | -55.5% | 0.00% | – |
| Q4 2019 | $16,000 | +700.0% | 283 | +875.9% | 0.00% | – |
| Q3 2019 | $2,000 | – | 29 | +1350.0% | 0.00% | – |
| Q2 2019 | $0 | -100.0% | 2 | -98.8% | 0.00% | – |
| Q1 2019 | $9,000 | – | 167 | +1755.6% | 0.00% | – |
| Q4 2018 | $0 | – | 9 | – | 0.00% | – |
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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% |