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 | $6,188,900 | -3.1% | 123,334 | -3.2% | 0.07% | 0.0% |
| Q2 2023 | $6,386,532 | -45.2% | 127,374 | -45.0% | 0.07% | -48.9% |
| Q1 2023 | $11,645,535 | -75.8% | 231,431 | -75.9% | 0.13% | -76.9% |
| Q4 2022 | $48,115,962 | +450.1% | 959,824 | +450.5% | 0.57% | +393.9% |
| Q3 2022 | $8,746,000 | -1.3% | 174,361 | -1.5% | 0.12% | +3.6% |
| Q2 2022 | $8,865,000 | +180.1% | 176,987 | +181.1% | 0.11% | +226.5% |
| Q1 2022 | $3,165,000 | -4.3% | 62,962 | -3.9% | 0.03% | -2.9% |
| Q4 2021 | $3,306,000 | +5.6% | 65,493 | +6.1% | 0.04% | -2.8% |
| Q3 2021 | $3,131,000 | -26.8% | 61,736 | -26.7% | 0.04% | -28.0% |
| Q2 2021 | $4,276,000 | -3.9% | 84,273 | -3.9% | 0.05% | -12.3% |
| Q1 2021 | $4,449,000 | +64.9% | 87,652 | +65.0% | 0.06% | +39.0% |
| Q4 2020 | $2,698,000 | -15.6% | 53,125 | -15.6% | 0.04% | -26.8% |
| Q3 2020 | $3,198,000 | +40.3% | 62,967 | +40.2% | 0.06% | +30.2% |
| Q2 2020 | $2,279,000 | +49.9% | 44,919 | +46.7% | 0.04% | +43.3% |
| Q1 2020 | $1,520,000 | +30.2% | 30,614 | +32.3% | 0.03% | +57.9% |
| Q4 2019 | $1,167,000 | +140.6% | 23,139 | +140.5% | 0.02% | +111.1% |
| Q3 2019 | $485,000 | +30.4% | 9,622 | +30.2% | 0.01% | +28.6% |
| Q2 2019 | $372,000 | -93.7% | 7,392 | -93.7% | 0.01% | -93.9% |
| Q4 2018 | $5,895,000 | +0.3% | 117,586 | +0.3% | 0.12% | +9.5% |
| Q3 2018 | $5,880,000 | – | 117,247 | – | 0.10% | – |
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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% |