J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 804 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,611,215 | -0.1% | 71,965 | -0.2% | 1.50% | -3.4% |
| Q2 2023 | $3,616,616 | -1.2% | 72,130 | -0.9% | 1.55% | -12.4% |
| Q1 2023 | $3,661,640 | -27.4% | 72,767 | -27.6% | 1.77% | -33.4% |
| Q4 2022 | $5,042,216 | +89.3% | 100,463 | +89.2% | 2.66% | +80.7% |
| Q3 2022 | $2,663,000 | -11.3% | 53,099 | -11.4% | 1.47% | -7.2% |
| Q2 2022 | $3,001,000 | +261.1% | 59,898 | +262.5% | 1.59% | +346.8% |
| Q1 2022 | $831,000 | +112.5% | 16,523 | +113.2% | 0.36% | +164.9% |
| Q4 2021 | $391,000 | -20.2% | 7,750 | -20.1% | 0.13% | -38.8% |
| Q3 2021 | $490,000 | -22.8% | 9,694 | -22.6% | 0.22% | -29.8% |
| Q2 2021 | $635,000 | +0.6% | 12,523 | +0.8% | 0.31% | -15.9% |
| Q1 2021 | $631,000 | +164.0% | 12,426 | +163.5% | 0.37% | +137.8% |
| Q4 2020 | $239,000 | -89.7% | 4,715 | -89.7% | 0.16% | -91.4% |
| Q3 2020 | $2,323,000 | – | 45,754 | – | 1.82% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 2,063,952 | $104,828,000 | 26.19% |
| REDW Wealth LLC | 1,319,132 | $66,999,000 | 24.79% |
| McCarthy Asset Management, Inc. | 400,827 | $20,358,000 | 16.88% |
| Frisch Financial Group, Inc. | 875,261 | $44,455,000 | 16.27% |
| Pachira Investments Inc. | 322,598 | $16,385,000 | 15.67% |
| Fountainhead AM, LLC | 482,212 | $24,492,000 | 15.25% |
| Symphony Financial, Ltd. Co. | 807,685 | $41,022,000 | 14.72% |
| Cardinal Strategic Wealth Guidance | 472,836 | $24,015,000 | 14.26% |
| Pinion Investment Advisors, LLC | 258,666 | $13,138,000 | 13.82% |
| Klingman & Associates, LLC | 2,097,257 | $106,520,000 | 12.29% |