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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $375,975 | -26.7% | 7,500 | -26.7% | 0.05% | -29.9% |
| Q3 2022 | $513,000 | +274.5% | 10,235 | +274.2% | 0.08% | +305.3% |
| Q2 2022 | $137,000 | -13.3% | 2,735 | -12.8% | 0.02% | 0.0% |
| Q1 2022 | $158,000 | -6.0% | 3,135 | -6.0% | 0.02% | 0.0% |
| Q4 2021 | $168,000 | -40.4% | 3,335 | -40.0% | 0.02% | -44.1% |
| Q3 2021 | $282,000 | -2.8% | 5,560 | -2.6% | 0.03% | -2.9% |
| Q2 2021 | $290,000 | 0.0% | 5,711 | 0.0% | 0.04% | -7.9% |
| Q1 2021 | $290,000 | -61.0% | 5,711 | -61.0% | 0.04% | -61.6% |
| Q4 2020 | $744,000 | -5.9% | 14,644 | -6.0% | 0.10% | -13.9% |
| Q3 2020 | $791,000 | -8.0% | 15,582 | -8.1% | 0.12% | -15.4% |
| Q2 2020 | $860,000 | -13.7% | 16,953 | -15.5% | 0.14% | -28.0% |
| Q1 2020 | $997,000 | -87.6% | 20,065 | -87.5% | 0.19% | -84.7% |
| Q4 2019 | $8,064,000 | +3274.1% | 159,913 | +3273.0% | 1.24% | +3431.4% |
| Q3 2019 | $239,000 | – | 4,741 | – | 0.04% | – |
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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% |