J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 778 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $8,094,188 | -5.5% | 161,145 | -5.6% | 2.02% | -13.7% |
| Q3 2023 | $8,565,314 | -13.9% | 170,692 | -14.0% | 2.34% | -9.7% |
| Q2 2023 | $9,946,906 | -3.5% | 198,385 | -3.2% | 2.60% | -10.0% |
| Q1 2023 | $10,307,293 | -17.6% | 204,840 | -17.9% | 2.89% | -16.2% |
| Q4 2022 | $12,511,523 | -10.8% | 249,581 | -10.8% | 3.44% | -13.1% |
| Q3 2022 | $14,031,000 | -6.6% | 279,726 | -6.7% | 3.96% | +0.9% |
| Q2 2022 | $15,018,000 | -5.9% | 299,828 | -5.5% | 3.93% | +15.1% |
| Q1 2022 | $15,954,000 | +17.3% | 317,374 | +17.8% | 3.41% | +21.2% |
| Q4 2021 | $13,596,000 | +1.9% | 269,341 | +2.4% | 2.82% | -6.8% |
| Q3 2021 | $13,336,000 | +7.1% | 262,950 | +7.2% | 3.02% | +5.9% |
| Q2 2021 | $12,447,000 | +1.1% | 245,321 | +1.1% | 2.85% | -7.1% |
| Q1 2021 | $12,313,000 | -0.4% | 242,601 | -0.3% | 3.07% | +9.1% |
| Q4 2020 | $12,358,000 | +6.7% | 243,331 | +6.8% | 2.81% | -2.2% |
| Q3 2020 | $11,577,000 | +43.5% | 227,936 | +43.4% | 2.88% | +33.0% |
| Q2 2020 | $8,065,000 | +5.5% | 158,985 | +3.3% | 2.16% | -5.0% |
| Q1 2020 | $7,645,000 | +22.8% | 153,935 | +24.7% | 2.28% | +62.6% |
| Q4 2019 | $6,225,000 | -0.5% | 123,450 | -0.5% | 1.40% | -3.7% |
| Q3 2019 | $6,256,000 | +9.6% | 124,050 | +9.5% | 1.45% | +12.6% |
| Q2 2019 | $5,706,000 | +1563.6% | 113,250 | +1560.6% | 1.29% | +1553.8% |
| Q1 2019 | $343,000 | – | 6,820 | – | 0.08% | – |
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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% |