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 | $1,498,011 | +1.6% | 29,634 | +4.3% | 0.00% | – |
| Q2 2023 | $1,475,044 | -10.0% | 28,404 | -9.4% | 0.00% | – |
| Q1 2023 | $1,639,693 | +48.4% | 31,345 | +39.8% | 0.00% | – |
| Q4 2022 | $1,104,907 | +40.8% | 22,421 | +22.2% | 0.00% | – |
| Q3 2022 | $785,000 | -41.2% | 18,345 | -32.9% | 0.00% | – |
| Q2 2022 | $1,334,000 | -19.2% | 27,342 | -6.4% | 0.00% | – |
| Q1 2022 | $1,651,000 | -1.7% | 29,218 | +3.0% | 0.00% | – |
| Q4 2021 | $1,679,000 | +22.6% | 28,373 | +24.8% | 0.00% | – |
| Q3 2021 | $1,370,000 | -8.7% | 22,726 | -5.4% | 0.00% | – |
| Q2 2021 | $1,500,000 | -11.8% | 24,017 | -13.9% | 0.00% | – |
| Q1 2021 | $1,701,000 | -14.7% | 27,880 | -18.6% | 0.00% | – |
| Q4 2020 | $1,994,000 | +8.7% | 34,255 | -3.6% | 0.00% | -100.0% |
| Q3 2020 | $1,835,000 | -4.3% | 35,539 | -8.4% | 0.00% | 0.0% |
| Q2 2020 | $1,918,000 | -3.6% | 38,816 | -15.7% | 0.00% | 0.0% |
| Q1 2020 | $1,990,000 | -69.5% | 46,024 | -59.7% | 0.00% | -50.0% |
| Q4 2019 | $6,520,000 | +3.7% | 114,195 | -3.4% | 0.00% | 0.0% |
| Q3 2019 | $6,287,000 | -29.3% | 118,245 | -27.5% | 0.00% | -33.3% |
| Q2 2019 | $8,887,000 | -8.5% | 163,197 | -7.1% | 0.00% | 0.0% |
| Q1 2019 | $9,717,000 | -9.0% | 175,735 | -16.3% | 0.00% | -25.0% |
| Q4 2018 | $10,680,000 | -76.8% | 209,861 | -73.4% | 0.00% | -69.2% |
| Q3 2018 | $46,012,000 | -1.6% | 788,149 | -2.9% | 0.01% | -7.1% |
| Q2 2018 | $46,745,000 | -20.1% | 811,538 | -17.5% | 0.01% | -17.6% |
| Q1 2018 | $58,480,000 | +17.0% | 984,020 | +18.2% | 0.02% | +21.4% |
| Q4 2017 | $49,980,000 | +36.0% | 832,316 | +31.1% | 0.01% | +27.3% |
| Q3 2017 | $36,754,000 | +14.3% | 634,657 | +10.8% | 0.01% | +10.0% |
| Q2 2017 | $32,163,000 | +23.7% | 572,599 | +16.8% | 0.01% | +25.0% |
| Q1 2017 | $26,004,000 | +12.2% | 490,092 | +3.5% | 0.01% | 0.0% |
| Q4 2016 | $23,176,000 | -7.9% | 473,547 | -1.5% | 0.01% | -11.1% |
| Q3 2016 | $25,166,000 | +7.9% | 480,988 | +2.1% | 0.01% | 0.0% |
| Q2 2016 | $23,317,000 | +291362.5% | 471,239 | +289003.7% | 0.01% | – |
| Q3 2015 | $8,000 | – | 163 | – | 0.00% | – |
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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% |