J P MORGAN EXCHANGE-TRADED F's ticker is JMST and the CUSIP is 46641Q654. A total of 381 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $786,903 | +22.4% | 15,507 | +22.4% | 0.01% | +14.3% |
| Q1 2024 | $642,724 | +18.3% | 12,667 | +18.3% | 0.01% | 0.0% |
| Q4 2023 | $543,390 | +12.1% | 10,709 | +11.5% | 0.01% | 0.0% |
| Q3 2023 | $484,673 | -5.3% | 9,607 | -4.9% | 0.01% | 0.0% |
| Q2 2023 | $511,869 | +64.7% | 10,106 | +65.1% | 0.01% | +40.0% |
| Q1 2023 | $310,835 | -37.5% | 6,120 | -37.6% | 0.01% | -44.4% |
| Q2 2022 | $497,000 | -11.7% | 9,810 | -11.7% | 0.01% | 0.0% |
| Q1 2022 | $563,000 | +21.1% | 11,109 | +22.0% | 0.01% | +28.6% |
| Q4 2021 | $465,000 | +5.9% | 9,109 | +5.9% | 0.01% | 0.0% |
| Q3 2021 | $439,000 | -6.6% | 8,600 | -6.5% | 0.01% | -12.5% |
| Q2 2021 | $470,000 | +114.6% | 9,200 | +114.1% | 0.01% | +60.0% |
| Q4 2020 | $219,000 | – | 4,298 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Auxano Advisors, LLC | 799,201 | $40,799,000 | 18.65% |
| Corbenic Partners LLC | 1,260,780 | $64,363,000 | 16.87% |
| Americana Partners, LLC | 375,760 | $18,614,000 | 9.45% |
| TMD Wealth Management, LLC | 225,221 | $11,498,000 | 5.02% |
| Mosaic Advisors LLC | 122,168 | $6,237,000 | 4.07% |
| John W. Brooker & Co., CPAs | 105,837 | $5,403,000 | 3.15% |
| BCGM Wealth Management, LLC | 101,153 | $5,168,000 | 3.06% |
| TOWNSQUARE CAPITAL LLC | 1,687,186 | $86,115,000 | 2.78% |
| HARBOUR INVESTMENT MANAGEMENT LLC | 108,405 | $5,534,000 | 2.77% |
| Lehman & Derafelo Financial Resources LLC | 177,700 | $9,072,000 | 2.48% |