JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 89 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $101,100 | -53.6% | 2,000 | -52.4% | 0.00% | -60.0% |
| Q2 2023 | $218,106 | -0.7% | 4,200 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $219,702 | +6.1% | 4,200 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $206,976 | -2.4% | 4,200 | -15.2% | 0.01% | -16.7% |
| Q3 2022 | $212,000 | -12.4% | 4,950 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $242,000 | -74.1% | 4,950 | -70.1% | 0.01% | -71.4% |
| Q1 2022 | $934,000 | -7.1% | 16,535 | -2.6% | 0.02% | -4.5% |
| Q4 2021 | $1,005,000 | -1.9% | 16,985 | 0.0% | 0.02% | -12.0% |
| Q3 2021 | $1,024,000 | +2.5% | 16,985 | +6.2% | 0.02% | +4.2% |
| Q2 2021 | $999,000 | +2.4% | 15,996 | 0.0% | 0.02% | -7.7% |
| Q1 2021 | $976,000 | -24.0% | 15,996 | -27.6% | 0.03% | -27.8% |
| Q4 2020 | $1,285,000 | +12.7% | 22,081 | 0.0% | 0.04% | +2.9% |
| Q3 2020 | $1,140,000 | +2.4% | 22,081 | -2.0% | 0.04% | -5.4% |
| Q2 2020 | $1,113,000 | +148.4% | 22,521 | +117.6% | 0.04% | +105.6% |
| Q1 2020 | $448,000 | -38.0% | 10,351 | -18.2% | 0.02% | -21.7% |
| Q4 2019 | $722,000 | -15.2% | 12,651 | -20.9% | 0.02% | -23.3% |
| Q3 2019 | $851,000 | -80.1% | 16,003 | -79.7% | 0.03% | -80.5% |
| Q2 2019 | $4,286,000 | -13.9% | 78,704 | -12.6% | 0.15% | -18.9% |
| Q1 2019 | $4,978,000 | +279.1% | 90,036 | +249.0% | 0.19% | -95.1% |
| Q4 2018 | $1,313,000 | +89.5% | 25,800 | +117.3% | 3.85% | +12319.4% |
| Q3 2018 | $693,000 | -72.4% | 11,871 | -72.7% | 0.03% | -71.0% |
| Q2 2018 | $2,507,000 | -2.3% | 43,527 | +0.8% | 0.11% | +0.9% |
| Q1 2018 | $2,567,000 | +31.9% | 43,192 | +33.3% | 0.11% | +35.9% |
| Q4 2017 | $1,946,000 | +27.4% | 32,412 | +22.8% | 0.08% | +18.2% |
| Q3 2017 | $1,528,000 | +89.8% | 26,388 | +84.2% | 0.07% | +83.3% |
| Q2 2017 | $805,000 | +51.3% | 14,323 | +42.9% | 0.04% | +50.0% |
| Q1 2017 | $532,000 | – | 10,025 | – | 0.02% | – |
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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% |