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 | $42,614 | -71.5% | 843 | -70.7% | 0.01% | -73.3% |
| Q2 2023 | $149,299 | -0.7% | 2,875 | 0.0% | 0.03% | -9.1% |
| Q1 2023 | $150,391 | +9.5% | 2,875 | +3.2% | 0.03% | 0.0% |
| Q4 2022 | $137,294 | -91.8% | 2,786 | -92.8% | 0.03% | -95.9% |
| Q3 2022 | $1,667,000 | +916.5% | 38,925 | +1055.0% | 0.81% | +934.6% |
| Q2 2022 | $164,000 | -20.8% | 3,370 | -7.9% | 0.08% | -12.4% |
| Q1 2022 | $207,000 | +17.6% | 3,659 | +23.1% | 0.09% | +30.9% |
| Q4 2021 | $176,000 | -1.7% | 2,973 | 0.0% | 0.07% | -35.2% |
| Q3 2021 | $179,000 | -3.8% | 2,973 | 0.0% | 0.10% | -0.9% |
| Q2 2021 | $186,000 | +1.1% | 2,973 | -1.7% | 0.11% | 0.0% |
| Q1 2021 | $184,000 | +4.5% | 3,023 | 0.0% | 0.11% | -17.8% |
| Q4 2020 | $176,000 | +12.8% | 3,023 | 0.0% | 0.13% | +10.3% |
| Q3 2020 | $156,000 | +4.7% | 3,023 | +0.3% | 0.12% | -2.5% |
| Q2 2020 | $149,000 | +38.0% | 3,013 | +20.5% | 0.12% | +10.1% |
| Q1 2020 | $108,000 | -21.7% | 2,500 | +3.7% | 0.11% | +19.8% |
| Q4 2019 | $138,000 | +7.8% | 2,410 | 0.0% | 0.09% | +5.8% |
| Q3 2019 | $128,000 | -28.5% | 2,410 | -26.5% | 0.09% | -25.2% |
| Q2 2019 | $179,000 | +37.7% | 3,279 | +38.9% | 0.12% | +40.2% |
| Q1 2019 | $130,000 | -11.0% | 2,360 | -17.5% | 0.08% | +41.4% |
| Q4 2018 | $146,000 | +14.1% | 2,862 | +30.9% | 0.06% | -19.4% |
| Q3 2018 | $128,000 | +1.6% | 2,187 | 0.0% | 0.07% | -4.0% |
| Q2 2018 | $126,000 | – | 2,187 | – | 0.08% | – |
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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% |