J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 909 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,241,486 | +110.0% | 64,226 | +109.9% | 0.38% | +1.3% |
| Q1 2024 | $1,543,820 | +0.8% | 30,601 | +0.4% | 0.38% | -10.2% |
| Q4 2023 | $1,531,161 | -1.7% | 30,483 | -1.8% | 0.42% | -30.7% |
| Q3 2023 | $1,558,039 | -0.0% | 31,049 | -0.1% | 0.61% | +5.2% |
| Q2 2023 | $1,558,301 | +12.9% | 31,079 | +13.3% | 0.58% | +4.3% |
| Q1 2023 | $1,379,774 | +24.3% | 27,420 | +23.8% | 0.55% | +15.2% |
| Q4 2022 | $1,110,430 | +0.2% | 22,151 | +0.3% | 0.48% | -5.0% |
| Q3 2022 | $1,108,000 | -81.7% | 22,092 | -81.6% | 0.50% | -71.9% |
| Q4 2021 | $6,070,000 | -1.6% | 120,249 | -1.1% | 1.79% | -11.9% |
| Q3 2021 | $6,166,000 | +8.4% | 121,562 | +8.5% | 2.04% | +8.4% |
| Q2 2021 | $5,687,000 | +12.3% | 112,090 | +12.4% | 1.88% | +3.3% |
| Q1 2021 | $5,062,000 | +22.2% | 99,741 | +22.3% | 1.82% | +13.1% |
| Q4 2020 | $4,143,000 | +6.4% | 81,576 | +6.5% | 1.61% | +0.1% |
| Q3 2020 | $3,892,000 | -1.7% | 76,615 | -1.9% | 1.61% | -8.9% |
| Q2 2020 | $3,961,000 | +0.8% | 78,073 | -1.4% | 1.76% | -20.7% |
| Q1 2020 | $3,931,000 | -3.8% | 79,146 | -2.3% | 2.22% | +26.8% |
| Q4 2019 | $4,086,000 | +1.5% | 81,016 | +1.5% | 1.75% | -6.5% |
| Q3 2019 | $4,027,000 | +7.5% | 79,854 | +7.4% | 1.87% | +10.2% |
| Q2 2019 | $3,747,000 | +31.3% | 74,354 | +31.1% | 1.70% | +24.5% |
| Q1 2019 | $2,853,000 | +14.6% | 56,718 | +14.2% | 1.37% | +0.4% |
| Q4 2018 | $2,490,000 | – | 49,669 | – | 1.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| REDW Wealth LLC | 1,132,887 | $57,132,000 | 31.82% |
| Financial Perspectives, Inc | 544,854 | $27,476,975 | 18.75% |
| 3EDGE Asset Management, LP | 3,028,051 | $152,705,000 | 17.49% |
| LAU ASSOCIATES LLC | 679,594 | $34,272,000 | 17.06% |
| Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 1,437,720 | $72,504,000 | 16.71% |
| Paragon Advisors, LLC | 265,495 | $13,398,000 | 14.46% |
| Quaker Wealth Management, LLC | 463,252 | $23,362,000 | 13.89% |
| Cardinal Strategic Wealth Guidance | 259,157 | $13,069,000 | 11.24% |
| Compass Financial Group, Inc. | 227,363 | $11,466,000 | 10.35% |
| Roof Eidam Maycock Peralta, LLC | 528,711 | $26,663,000 | 10.27% |