JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 113 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $101 | -2.9% | 2,000 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $104 | +166.7% | 2,000 | +852.4% | 0.02% | +166.7% |
| Q1 2023 | $39 | -73.6% | 210 | -93.0% | 0.01% | -73.9% |
| Q4 2022 | $148 | -99.9% | 3,000 | 0.0% | 0.02% | +4.5% |
| Q3 2022 | $128,000 | -16.9% | 3,000 | -4.8% | 0.02% | -12.0% |
| Q2 2022 | $154,000 | -18.5% | 3,150 | -6.0% | 0.02% | -3.8% |
| Q1 2022 | $189,000 | -11.3% | 3,350 | -6.9% | 0.03% | -7.1% |
| Q4 2021 | $213,000 | -21.4% | 3,600 | -20.0% | 0.03% | -28.2% |
| Q3 2021 | $271,000 | -13.1% | 4,500 | -10.0% | 0.04% | -11.4% |
| Q2 2021 | $312,000 | -10.3% | 5,000 | -12.3% | 0.04% | -17.0% |
| Q1 2021 | $348,000 | -0.3% | 5,700 | -5.0% | 0.05% | -5.4% |
| Q4 2020 | $349,000 | +12.6% | 6,000 | 0.0% | 0.06% | 0.0% |
| Q3 2020 | $310,000 | -1.9% | 6,000 | -6.2% | 0.06% | -6.7% |
| Q2 2020 | $316,000 | +14.1% | 6,400 | 0.0% | 0.06% | -3.2% |
| Q1 2020 | $277,000 | -24.1% | 6,400 | 0.0% | 0.06% | -1.6% |
| Q4 2019 | $365,000 | -1.9% | 6,400 | -8.6% | 0.06% | -8.7% |
| Q3 2019 | $372,000 | -2.4% | 7,000 | -6.7% | 0.07% | -18.8% |
| Q4 2018 | $381,000 | -22.4% | 7,500 | -10.9% | 0.08% | -5.6% |
| Q3 2018 | $491,000 | – | 8,415 | – | 0.09% | – |
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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% |