J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 579 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,947,456 | -5.8% | 38,809 | -5.8% | 0.44% | -0.5% |
| Q2 2023 | $2,066,691 | +6.9% | 41,218 | +7.3% | 0.44% | -0.5% |
| Q1 2023 | $1,933,717 | -10.6% | 38,428 | -11.0% | 0.44% | -16.5% |
| Q4 2022 | $2,164,182 | -3.3% | 43,171 | -3.2% | 0.53% | -15.8% |
| Q3 2022 | $2,238,000 | -5.0% | 44,607 | -5.1% | 0.63% | +8.6% |
| Q2 2022 | $2,356,000 | -56.3% | 47,027 | -56.1% | 0.58% | -49.5% |
| Q1 2022 | $5,390,000 | +20.9% | 107,230 | +21.4% | 1.15% | +24.4% |
| Q4 2021 | $4,460,000 | -10.5% | 88,352 | -10.1% | 0.93% | -14.9% |
| Q3 2021 | $4,985,000 | +40.4% | 98,284 | +40.5% | 1.09% | +44.5% |
| Q2 2021 | $3,550,000 | +3.5% | 69,961 | +3.5% | 0.75% | -1.7% |
| Q1 2021 | $3,429,000 | +8.1% | 67,565 | +8.2% | 0.77% | -11.5% |
| Q4 2020 | $3,172,000 | +194.8% | 62,444 | +194.9% | 0.87% | +156.2% |
| Q3 2020 | $1,076,000 | +10.0% | 21,174 | +9.9% | 0.34% | +3.7% |
| Q2 2020 | $978,000 | +30.2% | 19,273 | +27.5% | 0.33% | +18.5% |
| Q1 2020 | $751,000 | -22.0% | 15,120 | -20.8% | 0.28% | +11.8% |
| Q4 2019 | $963,000 | -18.7% | 19,097 | -18.8% | 0.25% | -24.3% |
| Q3 2019 | $1,185,000 | +91.7% | 23,507 | +91.5% | 0.32% | +90.1% |
| Q2 2019 | $618,000 | +21.9% | 12,272 | +21.7% | 0.17% | +23.0% |
| Q1 2019 | $507,000 | – | 10,087 | – | 0.14% | – |
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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% |