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 | $165,147 | +6.8% | 3,267 | +9.7% | 0.00% | – |
| Q2 2023 | $154,648 | -0.7% | 2,978 | 0.0% | 0.00% | – |
| Q1 2023 | $155,779 | +208.4% | 2,978 | +190.5% | 0.00% | – |
| Q4 2022 | $50,512 | +7.5% | 1,025 | -6.4% | 0.00% | – |
| Q3 2022 | $47,000 | -11.3% | 1,095 | 0.0% | 0.00% | – |
| Q2 2022 | $53,000 | -43.6% | 1,095 | -34.0% | 0.00% | – |
| Q1 2022 | $94,000 | -6.0% | 1,659 | -2.1% | 0.00% | – |
| Q4 2021 | $100,000 | +733.3% | 1,695 | +747.5% | 0.00% | – |
| Q3 2021 | $12,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q2 2021 | $12,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q1 2021 | $12,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q4 2020 | $12,000 | +20.0% | 200 | 0.0% | 0.00% | – |
| Q3 2020 | $10,000 | -85.5% | 200 | -85.7% | 0.00% | – |
| Q2 2020 | $69,000 | -88.6% | 1,402 | -90.0% | 0.00% | -100.0% |
| Q1 2020 | $606,000 | +1136.7% | 14,020 | +1549.4% | 0.00% | – |
| Q4 2019 | $49,000 | +133.3% | 850 | +134.2% | 0.00% | – |
| Q3 2018 | $21,000 | 0.0% | 363 | 0.0% | 0.00% | – |
| Q2 2018 | $21,000 | -4.5% | 363 | 0.0% | 0.00% | – |
| Q1 2018 | $22,000 | -82.3% | 363 | -83.0% | 0.00% | – |
| Q3 2017 | $124,000 | +3.3% | 2,130 | 0.0% | 0.00% | – |
| Q2 2017 | $120,000 | +5.3% | 2,130 | 0.0% | 0.00% | – |
| Q1 2017 | $114,000 | +9.6% | 2,130 | 0.0% | 0.00% | – |
| Q4 2016 | $104,000 | – | 2,130 | – | 0.00% | – |
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% |