J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 935 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2023. 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 ↓ |
|---|---|---|---|
| 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% |