JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 145 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $599,000 | -1.8% | 11,604 | -6.1% | 0.10% | -8.8% |
| Q2 2020 | $610,000 | -14.8% | 12,354 | -25.4% | 0.11% | -26.6% |
| Q1 2020 | $716,000 | -14.8% | 16,565 | +12.6% | 0.15% | +10.8% |
| Q4 2019 | $840,000 | +6.1% | 14,708 | -1.2% | 0.14% | 0.0% |
| Q3 2019 | $792,000 | +5.0% | 14,887 | +7.6% | 0.14% | +6.9% |
| Q2 2019 | $754,000 | -10.2% | 13,837 | -9.0% | 0.13% | -10.3% |
| Q1 2019 | $840,000 | +16.5% | 15,200 | +7.3% | 0.14% | -5.2% |
| Q4 2018 | $721,000 | +1538.6% | 14,171 | +1777.0% | 0.15% | +2085.7% |
| Q3 2018 | $44,000 | – | 755 | – | 0.01% | – |
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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% |