JP MORGAN EXCHANGE TRADED FD's ticker is JPIN and the CUSIP is 46641Q209. A total of 111 filers reported holding JP MORGAN EXCHANGE TRADED FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $387,783 | +15.1% | 7,869 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $337,000 | +38.7% | 7,869 | +82.6% | 0.01% | +75.0% |
| Q1 2022 | $243,000 | -4.7% | 4,310 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $255,000 | -1.5% | 4,310 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $259,000 | +11.2% | 4,310 | +13.0% | 0.00% | 0.0% |
| Q1 2021 | $233,000 | +5.0% | 3,815 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $222,000 | -43.8% | 3,815 | -44.8% | 0.00% | -55.6% |
| Q4 2019 | $395,000 | +7.0% | 6,917 | -0.3% | 0.01% | 0.0% |
| Q3 2019 | $369,000 | -2.9% | 6,938 | -0.5% | 0.01% | 0.0% |
| Q2 2019 | $380,000 | -1.6% | 6,976 | -0.2% | 0.01% | 0.0% |
| Q1 2019 | $386,000 | +7620.0% | 6,987 | +8024.4% | 0.01% | – |
| Q3 2017 | $5,000 | – | 86 | – | 0.00% | – |
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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% |