JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 115 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
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% | – |
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% |