J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 896 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,023,316 | -23.2% | 179,819 | -23.3% | 0.43% | -20.8% |
| Q2 2023 | $11,751,411 | -13.9% | 234,372 | -13.6% | 0.54% | -25.1% |
| Q1 2023 | $13,644,167 | -11.5% | 271,148 | -11.8% | 0.73% | -10.9% |
| Q4 2022 | $15,411,114 | +11.7% | 307,423 | +11.7% | 0.82% | +1.2% |
| Q3 2022 | $13,800,000 | +112.0% | 275,116 | +111.7% | 0.80% | +119.9% |
| Q2 2022 | $6,510,000 | +31.0% | 129,960 | +31.5% | 0.37% | +42.4% |
| Q1 2022 | $4,969,000 | -5.9% | 98,836 | -5.5% | 0.26% | -7.2% |
| Q4 2021 | $5,279,000 | -10.4% | 104,567 | -10.0% | 0.28% | -21.3% |
| Q3 2021 | $5,892,000 | -9.8% | 116,158 | -9.8% | 0.35% | -11.3% |
| Q2 2021 | $6,532,000 | -31.1% | 128,725 | -31.1% | 0.40% | -36.1% |
| Q1 2021 | $9,478,000 | -2.3% | 186,745 | -2.2% | 0.62% | -7.2% |
| Q4 2020 | $9,697,000 | +3.2% | 190,928 | +3.2% | 0.67% | -8.5% |
| Q3 2020 | $9,394,000 | +128.9% | 184,940 | +128.6% | 0.73% | +110.7% |
| Q2 2020 | $4,104,000 | +25.7% | 80,887 | +23.1% | 0.35% | +6.4% |
| Q1 2020 | $3,265,000 | -62.6% | 65,723 | -62.0% | 0.33% | -54.0% |
| Q4 2019 | $8,724,000 | -13.2% | 172,999 | -13.2% | 0.71% | -21.4% |
| Q3 2019 | $10,050,000 | -23.9% | 199,312 | -24.0% | 0.90% | -26.7% |
| Q2 2019 | $13,210,000 | +133.4% | 262,147 | +133.0% | 1.23% | +117.5% |
| Q1 2019 | $5,660,000 | +60.2% | 112,532 | +59.6% | 0.57% | +43.7% |
| Q4 2018 | $3,534,000 | – | 70,491 | – | 0.39% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Asset Management Resources, LLC | 963,346 | $48,340,727 | 30.02% |
| McCarthy Asset Management, Inc. | 626,080 | $31,416,687 | 23.05% |
| ACT Advisors, LLC. | 620,671 | $31,145,271 | 19.29% |
| Arcus Capital Partners, LLC | 1,156,309 | $58,023,566 | 17.81% |
| Marks Wealth, LLC | 9,167 | $460,000 | 17.46% |
| Cornerstone Management, Inc. | 1,274,034 | $63,931,016 | 17.08% |
| Meridian Financial Partners LLC | 256,787 | $12,865 | 13.17% |
| Paradigm, Strategies in Wealth Management, LLC | 391,474 | $19,644,151 | 12.52% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 397,608 | $19,896,305 | 11.88% |
| Smart Portfolios, LLC | 118,624 | $5,952,555 | 10.69% |