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 | $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. | 162,738 | $9,291,000 | 9.46% |
CreativeOne Wealth, LLC | 705,924 | $40,301,000 | 6.80% |
Lee Financial Group Hawaii, Inc. | 120,955 | $6,905,000 | 5.45% |
Sterneck Capital Management, LLC | 113,487 | $6,479,000 | 5.16% |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2,146,394 | $122,545,000 | 4.32% |
Lenox Wealth Advisors, LLC | 469,343 | $26,795,000 | 4.17% |
PACIFIC FINANCIAL GROUP INC | 730,984 | $41,732,000 | 4.11% |
Day & Ennis, LLC | 144,634 | $8,257,000 | 4.05% |
GeoWealth Management, LLC | 122,845 | $7,013,000 | 3.77% |
Schneider Downs Wealth Management Advisors, LP | 140,338 | $8,012,000 | 2.39% |