J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 24 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $524,674 | -21.7% | 10,456 | -21.7% | 0.03% | -13.9% |
| Q2 2023 | $669,759 | -55.0% | 13,358 | -54.8% | 0.04% | -53.8% |
| Q1 2023 | $1,487,064 | -24.5% | 29,552 | -24.8% | 0.08% | -22.0% |
| Q4 2022 | $1,969,648 | +19.7% | 39,291 | +19.8% | 0.10% | 0.0% |
| Q3 2022 | $1,645,000 | -17.1% | 32,796 | -17.3% | 0.10% | -12.3% |
| Q2 2022 | $1,985,000 | +11.1% | 39,636 | +11.5% | 0.11% | +34.1% |
| Q1 2022 | $1,787,000 | -56.9% | 35,552 | -56.7% | 0.08% | -57.1% |
| Q4 2021 | $4,145,000 | -3.2% | 82,115 | -2.7% | 0.20% | -10.4% |
| Q3 2021 | $4,282,000 | -6.9% | 84,416 | -6.8% | 0.22% | -6.0% |
| Q2 2021 | $4,598,000 | -27.4% | 90,612 | -27.4% | 0.24% | -31.7% |
| Q1 2021 | $6,331,000 | +71.8% | 124,733 | +71.9% | 0.34% | +56.4% |
| Q4 2020 | $3,686,000 | -8.2% | 72,564 | -8.2% | 0.22% | -20.6% |
| Q3 2020 | $4,016,000 | +257.3% | 79,063 | +256.8% | 0.28% | +237.8% |
| Q2 2020 | $1,124,000 | -71.1% | 22,161 | -71.7% | 0.08% | -76.2% |
| Q1 2020 | $3,895,000 | -5.4% | 78,422 | -4.0% | 0.34% | +27.9% |
| Q4 2019 | $4,118,000 | – | 81,665 | – | 0.27% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| REDW Wealth LLC | 1,048,541 | $52,873,000 | 31.08% |
| LAU ASSOCIATES LLC | 622,472 | $31,388,000 | 16.61% |
| Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 1,298,592 | $65,482,000 | 16.39% |
| Quantitative Advantage, LLC | 981,755 | $49,505,000 | 13.63% |
| Compass Financial Group, Inc. | 227,817 | $11,488,000 | 10.89% |
| Roof Eidam Maycock Peralta, LLC | 529,263 | $26,688,000 | 10.87% |
| EVERMAY WEALTH MANAGEMENT LLC | 729,119 | $36,766,000 | 10.02% |
| Astor Investment Management LLC | 1,227,110 | $61,877,000 | 9.91% |
| Smart Portfolios, LLC | 208,389 | $10,517,000 | 9.32% |
| Cornerstone Management, Inc. | 369,569 | $18,635,499 | 8.54% |