JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 66 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q1 2017. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $228,000 | +4.1% | 3,969 | -5.9% | 0.10% | -13.6% |
| Q3 2019 | $219,000 | -3.5% | 4,218 | +0.7% | 0.12% | -4.1% |
| Q2 2019 | $227,000 | -27.2% | 4,189 | -25.6% | 0.12% | -34.2% |
| Q1 2019 | $312,000 | +5.1% | 5,634 | -3.5% | 0.19% | -13.0% |
| Q4 2018 | $297,000 | -22.9% | 5,838 | -11.5% | 0.22% | -2.7% |
| Q3 2018 | $385,000 | -18.9% | 6,598 | -20.0% | 0.22% | -20.8% |
| Q2 2018 | $475,000 | -6.9% | 8,243 | -3.9% | 0.28% | -14.7% |
| Q1 2018 | $510,000 | +7.6% | 8,578 | +8.8% | 0.33% | +1.6% |
| Q4 2017 | $474,000 | +7.7% | 7,886 | +3.7% | 0.32% | +27.3% |
| Q3 2017 | $440,000 | +8.1% | 7,605 | +5.0% | 0.25% | -2.7% |
| Q2 2017 | $407,000 | +105.6% | 7,242 | +93.7% | 0.26% | +83.1% |
| Q1 2017 | $198,000 | +1880.0% | 3,739 | +1715.0% | 0.14% | +1675.0% |
| Q4 2016 | $10,000 | – | 206 | – | 0.01% | – |
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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% |