J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 927 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,340,957 | -7.5% | 186,149 | -7.5% | 0.69% | -2.8% |
| Q2 2023 | $10,093,433 | -15.2% | 201,305 | -14.9% | 0.71% | -19.6% |
| Q1 2023 | $11,908,732 | -8.9% | 236,660 | -9.2% | 0.89% | -11.1% |
| Q4 2022 | $13,072,902 | -17.0% | 260,780 | -17.0% | 1.00% | -24.0% |
| Q3 2022 | $15,759,000 | +0.5% | 314,173 | +0.4% | 1.31% | +9.5% |
| Q2 2022 | $15,673,000 | -24.4% | 312,895 | -24.1% | 1.20% | -14.7% |
| Q1 2022 | $20,733,000 | -1.4% | 412,435 | -1.0% | 1.41% | +4.2% |
| Q4 2021 | $21,032,000 | +26.3% | 416,636 | +26.9% | 1.35% | +18.7% |
| Q3 2021 | $16,651,000 | +7.4% | 328,294 | +7.5% | 1.14% | +8.4% |
| Q2 2021 | $15,500,000 | +11.0% | 305,472 | +11.0% | 1.05% | +3.3% |
| Q1 2021 | $13,962,000 | +20.6% | 275,079 | +20.7% | 1.02% | +13.8% |
| Q4 2020 | $11,575,000 | -10.7% | 227,908 | -10.7% | 0.89% | -20.3% |
| Q3 2020 | $12,965,000 | -18.3% | 255,251 | -18.4% | 1.12% | -22.0% |
| Q2 2020 | $15,861,000 | -9.8% | 312,665 | -11.7% | 1.43% | -24.6% |
| Q1 2020 | $17,579,000 | -18.1% | 353,917 | -16.9% | 1.90% | -2.2% |
| Q4 2019 | $21,466,000 | +85.5% | 425,653 | +85.5% | 1.94% | +68.5% |
| Q3 2019 | $11,572,000 | +174.0% | 229,491 | +173.8% | 1.15% | +202.9% |
| Q2 2019 | $4,223,000 | +23.5% | 83,808 | +23.3% | 0.38% | +19.1% |
| Q1 2019 | $3,420,000 | +640.3% | 67,994 | +637.5% | 0.32% | +566.7% |
| Q4 2018 | $462,000 | – | 9,220 | – | 0.05% | – |
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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% |