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 | $379,461 | +39.8% | 7,562 | +39.7% | 0.00% | +50.0% |
| Q2 2023 | $271,358 | +97863.2% | 5,412 | -1.8% | 0.00% | 0.0% |
| Q1 2023 | $277 | +27.6% | 5,512 | +27.6% | 0.00% | 0.0% |
| Q4 2022 | $217 | -99.9% | 4,320 | -20.0% | 0.00% | -33.3% |
| Q3 2022 | $271,000 | -41.8% | 5,400 | -41.9% | 0.00% | -25.0% |
| Q2 2022 | $466,000 | +9.1% | 9,300 | +9.5% | 0.00% | +33.3% |
| Q1 2022 | $427,000 | +11.2% | 8,495 | +11.8% | 0.00% | 0.0% |
| Q4 2021 | $384,000 | +20.8% | 7,600 | +21.1% | 0.00% | 0.0% |
| Q3 2021 | $318,000 | -16.8% | 6,275 | -16.7% | 0.00% | 0.0% |
| Q2 2021 | $382,000 | +15.8% | 7,529 | +15.8% | 0.00% | 0.0% |
| Q1 2021 | $330,000 | 0.0% | 6,500 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $330,000 | +18.3% | 6,500 | +18.2% | 0.00% | 0.0% |
| Q3 2020 | $279,000 | +597.5% | 5,500 | +587.5% | 0.00% | – |
| Q1 2019 | $40,000 | – | 800 | – | 0.00% | – |
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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% |