J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 688 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,452,999 | -14.6% | 48,884 | -14.6% | 0.37% | -11.0% |
| Q2 2023 | $2,871,267 | -0.7% | 57,265 | -0.3% | 0.42% | -5.0% |
| Q1 2023 | $2,890,783 | +24.6% | 57,448 | +24.1% | 0.44% | +21.8% |
| Q4 2022 | $2,320,618 | +21.4% | 46,292 | +21.4% | 0.36% | +13.8% |
| Q3 2022 | $1,912,000 | +4.3% | 38,124 | +4.2% | 0.32% | +5.6% |
| Q2 2022 | $1,833,000 | +6.9% | 36,598 | +7.3% | 0.30% | +28.0% |
| Q1 2022 | $1,715,000 | -3.0% | 34,113 | -2.6% | 0.24% | +7.8% |
| Q4 2021 | $1,768,000 | -12.9% | 35,015 | -12.5% | 0.22% | -20.4% |
| Q3 2021 | $2,030,000 | +15.8% | 40,033 | +15.8% | 0.28% | +16.5% |
| Q2 2021 | $1,753,000 | -4.8% | 34,556 | -4.7% | 0.24% | -12.9% |
| Q1 2021 | $1,841,000 | +6.1% | 36,269 | +6.2% | 0.27% | +3.4% |
| Q4 2020 | $1,735,000 | +13.1% | 34,151 | +13.1% | 0.26% | -1.9% |
| Q3 2020 | $1,534,000 | +24.5% | 30,191 | +24.3% | 0.27% | +8.1% |
| Q2 2020 | $1,232,000 | +62.5% | 24,290 | +59.2% | 0.25% | +55.3% |
| Q1 2020 | $758,000 | +3.8% | 15,260 | +5.4% | 0.16% | +13.6% |
| Q4 2019 | $730,000 | -4.5% | 14,480 | -4.4% | 0.14% | -10.8% |
| Q3 2019 | $764,000 | +90.5% | 15,150 | +90.6% | 0.16% | +91.5% |
| Q2 2019 | $401,000 | +0.2% | 7,950 | 0.0% | 0.08% | -5.7% |
| Q1 2019 | $400,000 | +9.3% | 7,950 | +8.9% | 0.09% | -12.1% |
| Q4 2018 | $366,000 | 0.0% | 7,300 | 0.0% | 0.10% | +30.3% |
| Q3 2018 | $366,000 | – | 7,300 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| REDW Wealth LLC | 1,415,002 | $71,429,000 | 20.75% |
| Aspire Capital Advisors LLC | 113,686 | $5,739,000 | 19.17% |
| MASON STREET ADVISORS, LLC | 493,250 | $24,899,000 | 18.10% |
| SUN LIFE FINANCIAL INC | 9,501,354 | $479,628,000 | 17.80% |
| Cornerstone Management, Inc. | 1,116,747 | $56,373,366 | 15.56% |
| Paradigm Capital Management, LLC/NV | 282,614 | $14,266,000 | 14.18% |
| Pinion Investment Advisors, LLC | 758,594 | $38,376,000 | 14.08% |
| McCarthy Asset Management, Inc. | 382,561 | $19,312,000 | 13.28% |
| TERRIL BROTHERS, INC. | 1,160,010 | $58,557,000 | 12.87% |
| Paradigm, Strategies in Wealth Management, LLC | 247,331 | $12,485,000 | 12.65% |