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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $29,421,789 | -18.5% | 586,325 | -18.6% | 3.48% | -17.2% |
| Q2 2023 | $36,122,110 | +2.8% | 720,425 | +3.2% | 4.21% | -6.0% |
| Q1 2023 | $35,142,683 | +54.3% | 698,384 | +53.7% | 4.47% | +38.6% |
| Q4 2022 | $22,778,470 | +4.0% | 454,388 | +4.0% | 3.23% | -7.2% |
| Q3 2022 | $21,909,000 | -22.4% | 436,785 | -22.5% | 3.48% | -22.5% |
| Q2 2022 | $28,233,000 | -0.5% | 563,651 | -0.2% | 4.49% | +15.1% |
| Q1 2022 | $28,381,000 | +30.5% | 564,564 | +31.0% | 3.90% | +30.0% |
| Q4 2021 | $21,750,000 | +0.9% | 430,866 | +1.3% | 3.00% | -10.3% |
| Q3 2021 | $21,565,000 | -2.5% | 425,183 | -2.5% | 3.34% | -6.3% |
| Q2 2021 | $22,128,000 | -18.3% | 436,110 | -18.2% | 3.57% | -26.0% |
| Q1 2021 | $27,071,000 | +3.8% | 533,360 | +3.9% | 4.82% | -5.1% |
| Q4 2020 | $26,075,000 | +15.3% | 513,384 | +15.3% | 5.08% | -3.1% |
| Q3 2020 | $22,620,000 | +37.4% | 445,327 | +37.2% | 5.24% | +20.9% |
| Q2 2020 | $16,466,000 | +85.7% | 324,590 | +81.8% | 4.34% | +49.7% |
| Q1 2020 | $8,867,000 | -64.7% | 178,527 | -64.2% | 2.90% | -55.4% |
| Q4 2019 | $25,154,000 | +5.1% | 498,795 | +5.1% | 6.49% | -1.8% |
| Q3 2019 | $23,931,000 | +14.7% | 474,591 | +14.6% | 6.60% | +18.1% |
| Q2 2019 | $20,873,000 | – | 414,234 | – | 5.59% | – |
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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% |