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 | $207 | +0.5% | 4,118 | 0.0% | 0.11% | +3.8% |
| Q2 2023 | $206 | -0.5% | 4,118 | 0.0% | 0.11% | -5.4% |
| Q1 2023 | $207 | -38.2% | 4,118 | -38.4% | 0.11% | -39.8% |
| Q4 2022 | $335 | -99.9% | 6,688 | -25.1% | 0.19% | -24.7% |
| Q3 2022 | $448,000 | -11.6% | 8,935 | -11.8% | 0.25% | -6.1% |
| Q2 2022 | $507,000 | -0.4% | 10,125 | 0.0% | 0.26% | +16.9% |
| Q1 2022 | $509,000 | -3.6% | 10,125 | -3.2% | 0.22% | +1.8% |
| Q4 2021 | $528,000 | +49.2% | 10,460 | +50.1% | 0.22% | +39.0% |
| Q3 2021 | $354,000 | +13.5% | 6,971 | +13.4% | 0.16% | +12.0% |
| Q2 2021 | $312,000 | +1.6% | 6,146 | +1.6% | 0.14% | -3.4% |
| Q1 2021 | $307,000 | +45.5% | 6,051 | +46.0% | 0.15% | +41.3% |
| Q4 2020 | $211,000 | – | 4,145 | – | 0.10% | – |
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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% |