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 | $329,281 | +4.7% | 6,562 | +4.6% | 0.01% | +16.7% |
Q2 2023 | $314,629 | +47.5% | 6,275 | +48.0% | 0.01% | +50.0% |
Q1 2023 | $213,306 | +64.6% | 4,239 | +64.0% | 0.00% | +33.3% |
Q4 2022 | $129,586 | +119.6% | 2,585 | +119.6% | 0.00% | +200.0% |
Q3 2022 | $59,000 | – | 1,177 | – | 0.00% | – |
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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% |