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 | $44,121,943 | +22.4% | 879,273 | +22.3% | 8.16% | +20.3% |
| Q2 2023 | $36,050,924 | +16.6% | 719,005 | +17.0% | 6.78% | +6.5% |
| Q1 2023 | $30,918,752 | -42.3% | 614,442 | -42.5% | 6.36% | -44.6% |
| Q4 2022 | $53,588,085 | +31.7% | 1,068,982 | +31.8% | 11.49% | +19.5% |
| Q3 2022 | $40,686,000 | +43.5% | 811,115 | +43.3% | 9.62% | +51.4% |
| Q2 2022 | $28,357,000 | +139.2% | 566,113 | +140.1% | 6.35% | +147.3% |
| Q1 2022 | $11,853,000 | -79.5% | 235,795 | -79.4% | 2.57% | -74.8% |
| Q4 2021 | $57,784,000 | +116.8% | 1,144,700 | +117.8% | 10.18% | +90.3% |
| Q3 2021 | $26,659,000 | -20.3% | 525,602 | -20.2% | 5.35% | -26.7% |
| Q2 2021 | $33,433,000 | – | 658,916 | – | 7.30% | – |
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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% |