J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 465 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2020. The put-call ratio across all filers is - and the average weighting 1.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,126,942 | -1.0% | 22,458 | -1.1% | 0.04% | +2.6% |
| Q2 2023 | $1,138,780 | -25.5% | 22,712 | -25.2% | 0.04% | -28.3% |
| Q1 2023 | $1,528,873 | -6.4% | 30,383 | -6.7% | 0.05% | -14.5% |
| Q4 2022 | $1,633,235 | +27.6% | 32,580 | +27.6% | 0.06% | +12.7% |
| Q3 2022 | $1,280,000 | -0.2% | 25,528 | -0.3% | 0.06% | +1.9% |
| Q2 2022 | $1,283,000 | -4.0% | 25,614 | -3.9% | 0.05% | +1.9% |
| Q1 2022 | $1,337,000 | -17.4% | 26,641 | -17.0% | 0.05% | -5.4% |
| Q4 2021 | $1,619,000 | +87.6% | 32,079 | +88.5% | 0.06% | +64.7% |
| Q3 2021 | $863,000 | +49.1% | 17,020 | +49.2% | 0.03% | +47.8% |
| Q2 2021 | $579,000 | -17.4% | 11,405 | -17.4% | 0.02% | -23.3% |
| Q1 2021 | $701,000 | -93.4% | 13,813 | -93.4% | 0.03% | -94.0% |
| Q4 2020 | $10,676,000 | -15.9% | 210,195 | -15.9% | 0.50% | -27.0% |
| Q3 2020 | $12,695,000 | +45.0% | 249,930 | +44.8% | 0.69% | +29.5% |
| Q2 2020 | $8,758,000 | +100.5% | 172,635 | +96.3% | 0.53% | +64.2% |
| Q1 2020 | $4,369,000 | -71.9% | 87,964 | -71.5% | 0.32% | -64.7% |
| Q4 2019 | $15,559,000 | +56.7% | 308,525 | +56.7% | 0.92% | +46.4% |
| Q3 2019 | $9,928,000 | +11.2% | 196,896 | +11.1% | 0.63% | +9.2% |
| Q2 2019 | $8,927,000 | -35.0% | 177,167 | -35.1% | 0.57% | -35.3% |
| Q1 2019 | $13,727,000 | -72.5% | 272,909 | -72.6% | 0.89% | -74.1% |
| Q4 2018 | $49,913,000 | – | 995,668 | – | 3.43% | – |
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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% |