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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $469,000 | +10.4% | 8,058 | -2.1% | 0.02% | -4.8% |
| Q3 2020 | $425,000 | -4.5% | 8,233 | -8.6% | 0.02% | -16.0% |
| Q2 2020 | $445,000 | -12.2% | 9,005 | -23.1% | 0.02% | -24.2% |
| Q1 2020 | $507,000 | -96.4% | 11,717 | -95.2% | 0.03% | -95.5% |
| Q4 2019 | $13,906,000 | +10.7% | 243,583 | +3.1% | 0.73% | +1.8% |
| Q3 2019 | $12,564,000 | -0.4% | 236,296 | +2.0% | 0.72% | -2.6% |
| Q2 2019 | $12,614,000 | +1.2% | 231,617 | +2.7% | 0.74% | -2.5% |
| Q1 2019 | $12,469,000 | +83.4% | 225,516 | +68.8% | 0.76% | +53.8% |
| Q4 2018 | $6,799,000 | -51.1% | 133,602 | -43.9% | 0.49% | -42.2% |
| Q3 2018 | $13,913,000 | – | 238,326 | – | 0.85% | – |
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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% |