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 2021 | $1,506,000 | +10.7% | 25,459 | +12.9% | 0.00% | 0.0% |
| Q3 2021 | $1,360,000 | -2.7% | 22,543 | +0.7% | 0.00% | 0.0% |
| Q2 2021 | $1,398,000 | +4.0% | 22,388 | +1.6% | 0.00% | 0.0% |
| Q1 2021 | $1,344,000 | -59.5% | 22,034 | -59.7% | 0.00% | -66.7% |
| Q4 2020 | $3,315,000 | +19.4% | 54,624 | +1.6% | 0.01% | 0.0% |
| Q3 2020 | $2,776,000 | +7.8% | 53,784 | +3.2% | 0.01% | 0.0% |
| Q2 2020 | $2,575,000 | -2.6% | 52,115 | -14.8% | 0.01% | -14.3% |
| Q1 2020 | $2,644,000 | -22.3% | 61,148 | +2.6% | 0.01% | 0.0% |
| Q4 2019 | $3,403,000 | – | 59,608 | – | 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% |