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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $929,000 | -79.2% | 21,481 | -78.9% | 0.01% | -76.2% |
| Q4 2019 | $4,471,000 | +156.2% | 101,986 | +210.8% | 0.02% | +133.3% |
| Q3 2019 | $1,745,000 | -6.2% | 32,818 | -3.9% | 0.01% | -10.0% |
| Q2 2019 | $1,860,000 | -5.7% | 34,153 | -4.2% | 0.01% | 0.0% |
| Q1 2019 | $1,972,000 | +11.3% | 35,658 | +2.4% | 0.01% | 0.0% |
| Q4 2018 | $1,772,000 | -11.6% | 34,820 | +1.4% | 0.01% | 0.0% |
| Q3 2018 | $2,005,000 | -2.8% | 34,351 | -4.0% | 0.01% | -9.1% |
| Q2 2018 | $2,062,000 | -10.4% | 35,796 | -7.6% | 0.01% | -8.3% |
| Q1 2018 | $2,302,000 | +14.1% | 38,737 | +15.3% | 0.01% | +9.1% |
| Q4 2017 | $2,017,000 | +8.0% | 33,583 | +4.2% | 0.01% | +10.0% |
| Q3 2017 | $1,867,000 | +2.9% | 32,235 | -0.2% | 0.01% | -9.1% |
| Q2 2017 | $1,815,000 | +29.5% | 32,314 | +22.3% | 0.01% | +37.5% |
| Q1 2017 | $1,402,000 | +26.5% | 26,424 | +16.7% | 0.01% | +14.3% |
| Q4 2016 | $1,108,000 | -6.5% | 22,644 | 0.0% | 0.01% | -12.5% |
| Q3 2016 | $1,185,000 | +82.3% | 22,644 | +72.3% | 0.01% | +100.0% |
| Q2 2016 | $650,000 | – | 13,142 | – | 0.00% | – |
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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% |