J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 24 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $400,437 | +1.9% | 7,980 | +1.9% | 0.03% | +6.7% |
| Q2 2023 | $392,847 | -8.8% | 7,835 | -8.5% | 0.03% | -14.3% |
| Q1 2023 | $430,740 | -11.8% | 8,560 | -12.2% | 0.04% | -14.6% |
| Q4 2022 | $488,517 | -51.3% | 9,745 | -51.3% | 0.04% | -54.4% |
| Q3 2022 | $1,004,000 | +3.8% | 20,010 | +3.6% | 0.09% | +3.4% |
| Q2 2022 | $967,000 | -6.5% | 19,310 | -6.1% | 0.09% | +11.5% |
| Q1 2022 | $1,034,000 | +5.2% | 20,560 | +5.5% | 0.08% | +11.4% |
| Q4 2021 | $983,000 | -16.6% | 19,480 | -16.1% | 0.07% | -23.9% |
| Q3 2021 | $1,178,000 | +2.6% | 23,220 | +2.6% | 0.09% | +4.5% |
| Q2 2021 | $1,148,000 | +18.7% | 22,625 | +18.8% | 0.09% | +11.4% |
| Q1 2021 | $967,000 | -3.5% | 19,050 | -3.4% | 0.08% | -8.1% |
| Q4 2020 | $1,002,000 | +22.0% | 19,730 | +22.0% | 0.09% | +7.5% |
| Q3 2020 | $821,000 | +6.6% | 16,170 | +6.5% | 0.08% | -2.4% |
| Q2 2020 | $770,000 | – | 15,180 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Asset Management Resources, LLC | 963,346 | $48,340,727 | 30.02% |
| McCarthy Asset Management, Inc. | 626,080 | $31,416,687 | 23.05% |
| ACT Advisors, LLC. | 620,671 | $31,145,271 | 19.29% |
| Arcus Capital Partners, LLC | 1,156,309 | $58,023,566 | 17.81% |
| Marks Wealth, LLC | 9,167 | $460,000 | 17.46% |
| Cornerstone Management, Inc. | 1,274,034 | $63,931,016 | 17.08% |
| Meridian Financial Partners LLC | 256,787 | $12,865 | 13.17% |
| Paradigm, Strategies in Wealth Management, LLC | 391,474 | $19,644,151 | 12.52% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 397,608 | $19,896,305 | 11.88% |
| Smart Portfolios, LLC | 118,624 | $5,952,555 | 10.69% |