JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 145 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $595,479 | -24.1% | 11,780 | -22.0% | 0.20% | -22.0% |
| Q2 2023 | $784,662 | -1.3% | 15,110 | -0.6% | 0.26% | -10.8% |
| Q1 2023 | $794,902 | -4.8% | 15,196 | -10.3% | 0.29% | -8.0% |
| Q4 2022 | $835,049 | +18.8% | 16,945 | +3.2% | 0.31% | +5.8% |
| Q3 2022 | $703,000 | -11.0% | 16,424 | +1.5% | 0.29% | 0.0% |
| Q2 2022 | $790,000 | -51.3% | 16,187 | -43.6% | 0.29% | -43.4% |
| Q1 2022 | $1,622,000 | +0.7% | 28,711 | +5.5% | 0.52% | -0.2% |
| Q4 2021 | $1,610,000 | -2.7% | 27,210 | -0.8% | 0.52% | -12.8% |
| Q3 2021 | $1,655,000 | -30.0% | 27,439 | -27.6% | 0.60% | -28.1% |
| Q2 2021 | $2,365,000 | +22.3% | 37,874 | +19.5% | 0.83% | +8.9% |
| Q1 2021 | $1,933,000 | +22.0% | 31,690 | +16.4% | 0.76% | +10.8% |
| Q4 2020 | $1,584,000 | +7.2% | 27,216 | -4.9% | 0.69% | -0.4% |
| Q3 2020 | $1,477,000 | +23.9% | 28,620 | +18.7% | 0.69% | +22.6% |
| Q2 2020 | $1,192,000 | -33.7% | 24,121 | -42.0% | 0.56% | -48.0% |
| Q1 2020 | $1,797,000 | -53.2% | 41,560 | -38.2% | 1.08% | -47.6% |
| Q4 2019 | $3,838,000 | +2.6% | 67,230 | -4.4% | 2.07% | -7.0% |
| Q3 2019 | $3,740,000 | -10.5% | 70,332 | -8.3% | 2.22% | -12.8% |
| Q2 2019 | $4,177,000 | +3.0% | 76,696 | +4.6% | 2.55% | +0.6% |
| Q1 2019 | $4,056,000 | +44.7% | 73,341 | +33.2% | 2.54% | +29.0% |
| Q4 2018 | $2,803,000 | -7.3% | 55,071 | +6.3% | 1.97% | -2.0% |
| Q3 2018 | $3,025,000 | – | 51,816 | – | 2.01% | – |
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% |