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 | $219,863 | -18.7% | 4,349 | -16.5% | 0.00% | -20.0% |
| Q2 2023 | $270,311 | -88.2% | 5,206 | -88.1% | 0.01% | -89.6% |
| Q1 2023 | $2,282,583 | +13.5% | 43,636 | +6.9% | 0.05% | +4.3% |
| Q4 2022 | $2,011,065 | +41.4% | 40,809 | +22.9% | 0.05% | +31.4% |
| Q3 2022 | $1,422,000 | -3.1% | 33,215 | +10.5% | 0.04% | +2.9% |
| Q2 2022 | $1,468,000 | +302.2% | 30,068 | +366.2% | 0.03% | +325.0% |
| Q1 2022 | $365,000 | +0.3% | 6,450 | +4.8% | 0.01% | +14.3% |
| Q4 2021 | $364,000 | -9.0% | 6,153 | -7.2% | 0.01% | -22.2% |
| Q3 2021 | $400,000 | -6.3% | 6,633 | -3.1% | 0.01% | 0.0% |
| Q2 2021 | $427,000 | +2.4% | 6,842 | +0.1% | 0.01% | -10.0% |
| Q1 2021 | $417,000 | +8.0% | 6,835 | +3.0% | 0.01% | 0.0% |
| Q4 2020 | $386,000 | -7.4% | 6,639 | -17.8% | 0.01% | -16.7% |
| Q3 2020 | $417,000 | -37.3% | 8,073 | -40.0% | 0.01% | -42.9% |
| Q2 2020 | $665,000 | -57.6% | 13,464 | -62.8% | 0.02% | -64.4% |
| Q1 2020 | $1,567,000 | -58.3% | 36,239 | -44.9% | 0.06% | -51.6% |
| Q4 2019 | $3,758,000 | +10.6% | 65,822 | +3.0% | 0.12% | -2.4% |
| Q3 2019 | $3,398,000 | -4.5% | 63,917 | -2.1% | 0.12% | -9.4% |
| Q2 2019 | $3,557,000 | +32.5% | 65,305 | +34.5% | 0.14% | +24.3% |
| Q1 2019 | $2,684,000 | +606.3% | 48,537 | +549.6% | 0.11% | +552.9% |
| Q4 2018 | $380,000 | +33.8% | 7,472 | +53.6% | 0.02% | +70.0% |
| Q3 2018 | $284,000 | +32.1% | 4,864 | +30.2% | 0.01% | +25.0% |
| Q2 2018 | $215,000 | -32.4% | 3,737 | -29.4% | 0.01% | -20.0% |
| Q4 2017 | $318,000 | – | 5,292 | – | 0.01% | – |
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% |