JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 107 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $213,978 | -8.0% | 4,233 | -5.5% | 0.00% | – |
| Q2 2023 | $232,594 | -3.5% | 4,479 | -2.8% | 0.00% | – |
| Q1 2023 | $241,044 | +13.6% | 4,608 | +7.0% | 0.00% | – |
| Q4 2022 | $212,200 | +7.2% | 4,306 | -7.1% | 0.00% | – |
| Q3 2022 | $198,000 | +67.8% | 4,634 | +91.5% | 0.00% | – |
| Q2 2022 | $118,000 | +25.5% | 2,420 | +45.2% | 0.00% | – |
| Q1 2022 | $94,000 | +276.0% | 1,667 | +289.5% | 0.00% | – |
| Q4 2020 | $25,000 | -39.0% | 428 | -45.5% | 0.00% | – |
| Q3 2020 | $41,000 | +5.1% | 785 | +0.5% | 0.00% | – |
| Q2 2020 | $39,000 | +14.7% | 781 | +0.5% | 0.00% | – |
| Q1 2020 | $34,000 | -12.8% | 777 | +12.9% | 0.00% | – |
| Q4 2019 | $39,000 | -30.4% | 688 | -35.1% | 0.00% | – |
| Q3 2019 | $56,000 | -3.4% | 1,060 | 0.0% | 0.00% | – |
| Q2 2019 | $58,000 | -1.7% | 1,060 | 0.0% | 0.00% | – |
| Q1 2019 | $59,000 | +9.3% | 1,060 | 0.0% | 0.00% | – |
| Q4 2018 | $54,000 | -12.9% | 1,060 | 0.0% | 0.00% | – |
| Q3 2018 | $62,000 | +1.6% | 1,060 | 0.0% | 0.00% | – |
| Q2 2018 | $61,000 | -3.2% | 1,060 | 0.0% | 0.00% | – |
| Q1 2018 | $63,000 | +14.5% | 1,060 | +16.5% | 0.00% | – |
| Q4 2017 | $55,000 | +3.8% | 910 | 0.0% | 0.00% | – |
| Q3 2017 | $53,000 | +3.9% | 910 | -0.1% | 0.00% | – |
| Q2 2017 | $51,000 | – | 911 | +15083.3% | 0.00% | – |
| Q1 2017 | $0 | – | 6 | – | 0.00% | – |
Download | ||||||
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% |