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 | $20,812,556 | +32.7% | 414,758 | +32.6% | 0.30% | +32.9% |
| Q2 2023 | $15,686,550 | +10.0% | 312,855 | +10.4% | 0.22% | -1.3% |
| Q1 2023 | $14,258,977 | +23.0% | 283,366 | +22.5% | 0.23% | +12.9% |
| Q4 2022 | $11,592,362 | +81.2% | 231,246 | +81.3% | 0.20% | +61.6% |
| Q3 2022 | $6,398,000 | +338.5% | 127,560 | +338.0% | 0.12% | +346.4% |
| Q2 2022 | $1,459,000 | -5.6% | 29,126 | -5.3% | 0.03% | +12.0% |
| Q1 2022 | $1,546,000 | +9.2% | 30,756 | +9.7% | 0.02% | +13.6% |
| Q4 2021 | $1,416,000 | -29.2% | 28,045 | -28.9% | 0.02% | -35.3% |
| Q3 2021 | $2,000,000 | -1.4% | 39,434 | -1.4% | 0.03% | -2.9% |
| Q2 2021 | $2,029,000 | -9.2% | 39,991 | -9.2% | 0.04% | -25.5% |
| Q1 2021 | $2,235,000 | -23.9% | 44,031 | -23.8% | 0.05% | -29.9% |
| Q4 2020 | $2,935,000 | +3.3% | 57,787 | +3.4% | 0.07% | -8.2% |
| Q3 2020 | $2,840,000 | -12.7% | 55,912 | -12.9% | 0.07% | -22.3% |
| Q2 2020 | $3,255,000 | +1.5% | 64,163 | -0.6% | 0.09% | -18.3% |
| Q1 2020 | $3,206,000 | +18.5% | 64,556 | +20.3% | 0.12% | +45.6% |
| Q4 2019 | $2,706,000 | – | 53,653 | – | 0.08% | – |
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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% |