J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 804 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,036 | +0.1% | 479 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $24,017 | -0.4% | 479 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $24,103 | +0.4% | 479 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $24,012 | +0.1% | 479 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $24,000 | -36.8% | 479 | -37.0% | 0.00% | -33.3% |
| Q2 2022 | $38,000 | +58.3% | 760 | +58.7% | 0.00% | +50.0% |
| Q1 2022 | $24,000 | -50.0% | 479 | -50.0% | 0.00% | -33.3% |
| Q4 2021 | $48,000 | -67.1% | 958 | -66.6% | 0.00% | -75.0% |
| Q3 2021 | $146,000 | 0.0% | 2,872 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $146,000 | 0.0% | 2,872 | 0.0% | 0.01% | -14.3% |
| Q1 2021 | $146,000 | 0.0% | 2,872 | 0.0% | 0.01% | -6.7% |
| Q4 2020 | $146,000 | 0.0% | 2,872 | 0.0% | 0.02% | -11.8% |
| Q3 2020 | $146,000 | – | 2,872 | – | 0.02% | – |
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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% |