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 ↓ |
|---|---|---|---|
| REDW Wealth LLC | 1,415,002 | $71,429,000 | 20.75% |
| Aspire Capital Advisors LLC | 113,686 | $5,739,000 | 19.17% |
| MASON STREET ADVISORS, LLC | 493,250 | $24,899,000 | 18.10% |
| SUN LIFE FINANCIAL INC | 9,501,354 | $479,628,000 | 17.80% |
| Cornerstone Management, Inc. | 1,116,747 | $56,373,366 | 15.56% |
| Paradigm Capital Management, LLC/NV | 282,614 | $14,266,000 | 14.18% |
| Pinion Investment Advisors, LLC | 758,594 | $38,376,000 | 14.08% |
| McCarthy Asset Management, Inc. | 382,561 | $19,312,000 | 13.28% |
| TERRIL BROTHERS, INC. | 1,160,010 | $58,557,000 | 12.87% |
| Paradigm, Strategies in Wealth Management, LLC | 247,331 | $12,485,000 | 12.65% |