JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 140 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $4,460,000 | +5.3% | 86,423 | +0.8% | 3.70% | +1.6% |
| Q2 2020 | $4,236,000 | -20.0% | 85,731 | -30.0% | 3.64% | -40.0% |
| Q1 2020 | $5,294,000 | -23.3% | 122,427 | +1.2% | 6.07% | +11.4% |
| Q4 2019 | $6,905,000 | +8.1% | 120,955 | +0.6% | 5.45% | -4.4% |
| Q3 2019 | $6,390,000 | +2.0% | 120,180 | +4.5% | 5.70% | +6.5% |
| Q2 2019 | $6,264,000 | -31.8% | 115,015 | -30.8% | 5.35% | -37.4% |
| Q1 2019 | $9,189,000 | +254.1% | 166,202 | +226.0% | 8.55% | +207.0% |
| Q4 2018 | $2,595,000 | – | 50,990 | – | 2.79% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Choice Wealth Advisors, LLC | 213,325 | $13,322,000 | 9.57% |
| Stonehearth Capital Management, LLC | 207,895 | $12,983,000 | 6.39% |
| Sterneck Capital Management, LLC | 120,098 | $7,527,000 | 4.66% |
| Lenox Wealth Advisors, LLC | 538,816 | $33,649,000 | 4.31% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3,969,724 | $248,266,000 | 4.00% |
| Day & Ennis, LLC | 124,773 | $7,792,000 | 2.70% |
| CreativeOne Wealth, LLC | 673,914 | $42,086,000 | 2.60% |
| RVW Wealth, LLC | 243,026 | $15,000,000 | 1.88% |
| LexAurum Advisors, LLC | 101,244 | $6,323,000 | 1.87% |
| GeoWealth Management, LLC | 225,047 | $14,057,000 | 1.78% |