JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 91 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| 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% |