JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 95 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $300,877 | -5.5% | 5,952 | -2.9% | 0.00% | – |
| Q2 2023 | $318,385 | -1.9% | 6,131 | -1.2% | 0.00% | – |
| Q1 2023 | $324,532 | +6.1% | 6,204 | -0.1% | 0.00% | – |
| Q4 2022 | $305,980 | +11.3% | 6,209 | -3.4% | 0.00% | – |
| Q3 2022 | $275,000 | -18.4% | 6,429 | -6.8% | 0.00% | -100.0% |
| Q2 2022 | $337,000 | -16.2% | 6,899 | -3.0% | 0.00% | 0.0% |
| Q1 2022 | $402,000 | +0.8% | 7,116 | +5.5% | 0.00% | 0.0% |
| Q4 2021 | $399,000 | -5.9% | 6,744 | -4.2% | 0.00% | 0.0% |
| Q3 2021 | $424,000 | +1.0% | 7,037 | +4.7% | 0.00% | 0.0% |
| Q2 2021 | $420,000 | -42.7% | 6,723 | -44.1% | 0.00% | 0.0% |
| Q1 2021 | $733,000 | -43.7% | 12,021 | -46.3% | 0.00% | -50.0% |
| Q4 2020 | $1,302,000 | +26.5% | 22,371 | +12.2% | 0.00% | 0.0% |
| Q3 2020 | $1,029,000 | +7.9% | 19,945 | +3.4% | 0.00% | 0.0% |
| Q2 2020 | $954,000 | -2.7% | 19,298 | -15.0% | 0.00% | -33.3% |
| Q1 2020 | $980,000 | -23.5% | 22,709 | +1.4% | 0.00% | 0.0% |
| Q4 2019 | $1,281,000 | +7.9% | 22,391 | +0.0% | 0.00% | 0.0% |
| Q3 2019 | $1,187,000 | -9.7% | 22,380 | -7.3% | 0.00% | 0.0% |
| Q2 2019 | $1,315,000 | -47.6% | 24,144 | -46.9% | 0.00% | -57.1% |
| Q1 2019 | $2,510,000 | +439.8% | 45,445 | +395.5% | 0.01% | +250.0% |
| Q4 2018 | $465,000 | -24.5% | 9,171 | -12.8% | 0.00% | 0.0% |
| Q3 2018 | $616,000 | – | 10,516 | – | 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% |