EVERGREEN CAPITAL MANAGEMENT LLC - J P MORGAN EXCHANGE-TRADED F ownership

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
EVERGREEN CAPITAL MANAGEMENT LLC ownership history of J P MORGAN EXCHANGE-TRADED F
ValueSharesWeighting
Q3 2022$319,000
-30.0%
6,356
-30.1%
0.02%
-29.2%
Q2 2022$456,000
+1.8%
9,096
+2.0%
0.02%
+33.3%
Q1 2022$448,000
-2.4%
8,921
-1.9%
0.02%0.0%
Q4 2021$459,000
-19.5%
9,096
-19.1%
0.02%
-30.8%
Q3 2021$570,000
+10.7%
11,240
+10.7%
0.03%
+4.0%
Q2 2021$515,000
-61.8%
10,156
-61.8%
0.02%
-63.8%
Q1 2021$1,349,000
-10.3%
26,581
-10.2%
0.07%
-21.6%
Q4 2020$1,504,000
-23.3%
29,606
-23.3%
0.09%
-34.8%
Q3 2020$1,960,000
-23.5%
38,581
-23.6%
0.14%
-30.4%
Q2 2020$2,561,000
+4.8%
50,478
+2.6%
0.19%
-14.9%
Q1 2020$2,444,000
-50.7%
49,203
-49.9%
0.23%
-44.8%
Q4 2019$4,954,000
-52.7%
98,235
-52.7%
0.41%
-57.7%
Q3 2019$10,468,000
-0.4%
207,592
-0.5%
0.98%
-2.6%
Q2 2019$10,515,000
+6.5%
208,667
+6.3%
1.00%
+1.2%
Q1 2019$9,870,000
-26.8%
196,217
-27.1%
0.99%
-29.9%
Q4 2018$13,485,000
-32.9%
269,005
-32.9%
1.41%
-20.6%
Q3 2018$20,101,000
-4.7%
400,825
-4.8%
1.78%
-10.2%
Q2 2018$21,100,000421,1501.98%
Other shareholders
J P MORGAN EXCHANGE-TRADED F shareholders Q3 2023
NameSharesValueWeighting ↓
Asset Management Resources, LLC 963,346$48,340,72730.02%
McCarthy Asset Management, Inc. 626,080$31,416,68723.05%
ACT Advisors, LLC. 620,671$31,145,27119.29%
Arcus Capital Partners, LLC 1,156,309$58,023,56617.81%
Marks Wealth, LLC 9,167$460,00017.46%
Cornerstone Management, Inc. 1,274,034$63,931,01617.08%
Meridian Financial Partners LLC 256,787$12,86513.17%
Paradigm, Strategies in Wealth Management, LLC 391,474$19,644,15112.52%
IRONWOOD WEALTH MANAGEMENT, INC. 397,608$19,896,30511.88%
Smart Portfolios, LLC 118,624$5,952,55510.69%
View complete list of J P MORGAN EXCHANGE-TRADED F shareholders