JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 100 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $213,169 | -2.7% | 4,217 | 0.0% | 0.00% | – |
| Q2 2023 | $218,989 | -0.7% | 4,217 | 0.0% | 0.00% | – |
| Q1 2023 | $220,591 | +59.7% | 4,217 | +50.4% | 0.00% | – |
| Q4 2022 | $138,132 | +13713.2% | 2,803 | +13915.0% | 0.00% | – |
| Q4 2020 | $1,000 | -95.7% | 20 | -95.0% | 0.00% | – |
| Q4 2019 | $23,000 | +9.5% | 403 | 0.0% | 0.00% | – |
| Q3 2019 | $21,000 | -4.5% | 403 | 0.0% | 0.00% | – |
| Q2 2019 | $22,000 | 0.0% | 403 | 0.0% | 0.00% | – |
| Q1 2019 | $22,000 | +144.4% | 403 | +115.5% | 0.00% | – |
| Q4 2018 | $9,000 | -78.6% | 187 | -73.9% | 0.00% | – |
| Q3 2018 | $42,000 | -33.3% | 717 | -34.9% | 0.00% | – |
| Q2 2018 | $63,000 | +21.2% | 1,101 | +26.8% | 0.00% | – |
| Q1 2018 | $52,000 | -14.8% | 868 | -14.5% | 0.00% | – |
| Q4 2017 | $61,000 | +35.6% | 1,015 | +30.0% | 0.00% | – |
| Q3 2017 | $45,000 | +164.7% | 781 | +159.5% | 0.00% | – |
| Q2 2017 | $17,000 | +6.2% | 301 | 0.0% | 0.00% | – |
| Q1 2017 | $16,000 | +6.7% | 301 | 0.0% | 0.00% | – |
| Q4 2016 | $15,000 | – | 301 | – | 0.00% | – |
Download | ||||||
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% |