J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 658 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $790,134 | -14.5% | 15,746 | -14.6% | 0.03% | -10.8% |
| Q2 2023 | $924,481 | -0.9% | 18,438 | -0.5% | 0.04% | -2.6% |
| Q1 2023 | $932,681 | +6.7% | 18,535 | +6.3% | 0.04% | +8.6% |
| Q4 2022 | $874,117 | -2.7% | 17,437 | -2.6% | 0.04% | -12.5% |
| Q3 2022 | $898,000 | +12.7% | 17,903 | +12.5% | 0.04% | +17.6% |
| Q2 2022 | $797,000 | -6.5% | 15,909 | -6.1% | 0.03% | 0.0% |
| Q1 2022 | $852,000 | -6.0% | 16,950 | -5.6% | 0.03% | -8.1% |
| Q4 2021 | $906,000 | -4.4% | 17,950 | -4.0% | 0.04% | -15.9% |
| Q3 2021 | $948,000 | -0.2% | 18,691 | -0.2% | 0.04% | -2.2% |
| Q2 2021 | $950,000 | +12.8% | 18,730 | +12.9% | 0.04% | +4.7% |
| Q1 2021 | $842,000 | +16.5% | 16,587 | +16.5% | 0.04% | +13.2% |
| Q3 2020 | $723,000 | -27.0% | 14,238 | -27.0% | 0.04% | -32.1% |
| Q2 2020 | $990,000 | +252.3% | 19,513 | +244.6% | 0.06% | +180.0% |
| Q1 2020 | $281,000 | -3.1% | 5,662 | -1.5% | 0.02% | +17.6% |
| Q4 2019 | $290,000 | -4.9% | 5,748 | -5.1% | 0.02% | -10.5% |
| Q3 2019 | $305,000 | +0.7% | 6,057 | +0.9% | 0.02% | -5.0% |
| Q2 2019 | $303,000 | -42.3% | 6,001 | -42.5% | 0.02% | -44.4% |
| Q1 2019 | $525,000 | +25.6% | 10,442 | +25.1% | 0.04% | +12.5% |
| Q4 2018 | $418,000 | +703.8% | 8,344 | +701.5% | 0.03% | +700.0% |
| Q3 2018 | $52,000 | – | 1,041 | – | 0.00% | – |
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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% |