J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 658 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,380,335 | +45.0% | 206,862 | +44.9% | 2.32% | +53.9% |
| Q2 2023 | $7,158,087 | +4.9% | 142,762 | +5.2% | 1.51% | -1.3% |
| Q1 2023 | $6,826,512 | -1.8% | 135,662 | -2.1% | 1.53% | -6.4% |
| Q4 2022 | $6,950,123 | -1.9% | 138,642 | -1.8% | 1.63% | -6.2% |
| Q3 2022 | $7,084,000 | -5.2% | 141,235 | -5.4% | 1.74% | +2.7% |
| Q2 2022 | $7,476,000 | -2.8% | 149,250 | -2.5% | 1.69% | +13.7% |
| Q1 2022 | $7,694,000 | +2.0% | 153,060 | +2.4% | 1.49% | +9.3% |
| Q4 2021 | $7,544,000 | -3.0% | 149,450 | -2.5% | 1.36% | -9.0% |
| Q3 2021 | $7,776,000 | +0.3% | 153,315 | +0.3% | 1.50% | -0.1% |
| Q2 2021 | $7,756,000 | +2.7% | 152,855 | +2.7% | 1.50% | -5.2% |
| Q1 2021 | $7,553,000 | +2.2% | 148,805 | +2.3% | 1.58% | -4.8% |
| Q4 2020 | $7,388,000 | +7.3% | 145,465 | +7.3% | 1.66% | -2.1% |
| Q3 2020 | $6,883,000 | +36.5% | 135,510 | +36.4% | 1.70% | +30.0% |
| Q2 2020 | $5,041,000 | +16.4% | 99,375 | +14.0% | 1.30% | +2.1% |
| Q1 2020 | $4,330,000 | +39.7% | 87,175 | +41.9% | 1.28% | +67.3% |
| Q4 2019 | $3,099,000 | +91.8% | 61,445 | +91.7% | 0.76% | +85.0% |
| Q3 2019 | $1,616,000 | +25.1% | 32,045 | +25.0% | 0.41% | +27.1% |
| Q2 2019 | $1,292,000 | +7.1% | 25,645 | +6.9% | 0.32% | +4.8% |
| Q1 2019 | $1,206,000 | – | 23,980 | – | 0.31% | – |
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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% |