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 | $50,180 | -15.9% | 1,000 | -16.0% | 0.00% | 0.0% |
| Q2 2023 | $59,654 | -6.6% | 1,190 | -6.3% | 0.00% | 0.0% |
| Q1 2023 | $63,892 | +0.4% | 1,270 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $63,664 | -7.7% | 1,270 | -7.3% | 0.00% | 0.0% |
| Q3 2022 | $69,000 | -95.8% | 1,370 | -95.8% | 0.00% | -97.0% |
| Q2 2022 | $1,625,000 | -19.2% | 32,435 | -18.9% | 0.03% | -2.9% |
| Q1 2022 | $2,010,000 | -73.3% | 39,990 | -73.2% | 0.03% | -72.4% |
| Q4 2021 | $7,540,000 | +223.5% | 149,391 | +225.1% | 0.12% | +192.9% |
| Q3 2021 | $2,331,000 | +600.0% | 45,955 | +601.1% | 0.04% | +600.0% |
| Q2 2021 | $333,000 | -87.8% | 6,555 | -87.8% | 0.01% | -88.7% |
| Q1 2021 | $2,733,000 | +720.7% | 53,848 | +721.5% | 0.05% | +657.1% |
| Q4 2020 | $333,000 | +9.9% | 6,555 | +9.9% | 0.01% | 0.0% |
| Q3 2020 | $303,000 | – | 5,965 | – | 0.01% | – |
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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% |