JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 111 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $383 | -3.8% | 7,581 | -1.1% | 0.00% | 0.0% |
| Q2 2023 | $398 | -6.1% | 7,669 | -5.5% | 0.00% | -33.3% |
| Q1 2023 | $424 | +3.7% | 8,115 | -2.2% | 0.00% | 0.0% |
| Q4 2022 | $409 | -99.9% | 8,301 | -8.0% | 0.00% | 0.0% |
| Q3 2022 | $386,000 | -17.7% | 9,025 | -6.1% | 0.00% | -25.0% |
| Q2 2022 | $469,000 | -13.9% | 9,613 | -0.4% | 0.00% | 0.0% |
| Q1 2022 | $545,000 | +4.8% | 9,650 | +9.8% | 0.00% | 0.0% |
| Q4 2021 | $520,000 | -5.3% | 8,786 | -3.5% | 0.00% | 0.0% |
| Q3 2021 | $549,000 | -6.6% | 9,101 | -3.3% | 0.00% | -20.0% |
| Q2 2021 | $588,000 | +6.5% | 9,410 | +4.0% | 0.01% | 0.0% |
| Q1 2021 | $552,000 | +7.8% | 9,052 | +3.0% | 0.01% | 0.0% |
| Q4 2020 | $512,000 | -32.8% | 8,789 | -40.5% | 0.01% | -50.0% |
| Q3 2020 | $762,000 | +0.3% | 14,773 | -3.9% | 0.01% | 0.0% |
| Q2 2020 | $760,000 | -61.6% | 15,374 | -66.4% | 0.01% | -70.6% |
| Q1 2020 | $1,980,000 | -27.1% | 45,799 | -3.7% | 0.03% | -12.8% |
| Q4 2019 | $2,715,000 | +28.1% | 47,548 | +19.3% | 0.04% | +14.7% |
| Q3 2019 | $2,120,000 | -35.9% | 39,870 | -34.3% | 0.03% | -27.7% |
| Q2 2019 | $3,306,000 | +4.8% | 60,704 | +6.3% | 0.05% | -4.1% |
| Q1 2019 | $3,156,000 | +23.5% | 57,081 | +13.7% | 0.05% | +6.5% |
| Q4 2018 | $2,555,000 | -16.1% | 50,211 | -3.7% | 0.05% | -9.8% |
| Q3 2018 | $3,044,000 | +40.5% | 52,141 | +38.6% | 0.05% | +8.5% |
| Q2 2018 | $2,167,000 | -26.0% | 37,624 | -23.7% | 0.05% | -24.2% |
| Q1 2018 | $2,929,000 | +13.7% | 49,282 | +14.9% | 0.06% | +26.5% |
| Q4 2017 | $2,576,000 | +32.4% | 42,895 | +27.7% | 0.05% | +22.5% |
| Q3 2017 | $1,946,000 | +20.6% | 33,599 | +16.9% | 0.04% | +29.0% |
| Q2 2017 | $1,614,000 | – | 28,742 | – | 0.03% | – |
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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% |