JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 116 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
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. | 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% |