J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 695 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,154,017 | +2.2% | 62,854 | +2.1% | 1.88% | +9.9% |
| Q2 2023 | $3,085,981 | -5.0% | 61,547 | -4.6% | 1.71% | -11.2% |
| Q1 2023 | $3,247,141 | -0.8% | 64,530 | -1.1% | 1.93% | -7.5% |
| Q4 2022 | $3,271,720 | -21.4% | 65,265 | -21.3% | 2.08% | -27.5% |
| Q3 2022 | $4,162,000 | -2.9% | 82,981 | -3.1% | 2.87% | +3.6% |
| Q2 2022 | $4,288,000 | -6.2% | 85,600 | -5.9% | 2.77% | +15.1% |
| Q1 2022 | $4,572,000 | +11.9% | 90,948 | +12.4% | 2.41% | +14.8% |
| Q4 2021 | $4,084,000 | -5.6% | 80,899 | -5.2% | 2.10% | -16.2% |
| Q3 2021 | $4,328,000 | -9.7% | 85,324 | -9.6% | 2.51% | -11.4% |
| Q2 2021 | $4,791,000 | -4.0% | 94,425 | -4.0% | 2.83% | -10.0% |
| Q1 2021 | $4,991,000 | -2.7% | 98,328 | -2.6% | 3.14% | -1.8% |
| Q4 2020 | $5,130,000 | +0.2% | 101,004 | +0.2% | 3.20% | -13.2% |
| Q3 2020 | $5,122,000 | -2.6% | 100,842 | -2.8% | 3.69% | -9.5% |
| Q2 2020 | $5,261,000 | +2.7% | 103,702 | +0.5% | 4.08% | -21.7% |
| Q1 2020 | $5,124,000 | +3.9% | 103,162 | +5.5% | 5.21% | +53.5% |
| Q4 2019 | $4,933,000 | +17.7% | 97,822 | +17.7% | 3.39% | +6.3% |
| Q3 2019 | $4,190,000 | +7.8% | 83,096 | +7.7% | 3.19% | +10.7% |
| Q2 2019 | $3,886,000 | +6.3% | 77,125 | +6.1% | 2.88% | -3.5% |
| Q1 2019 | $3,657,000 | +108.4% | 72,699 | +107.7% | 2.99% | +81.9% |
| Q4 2018 | $1,755,000 | +446.7% | 35,007 | +447.0% | 1.64% | +709.4% |
| Q2 2018 | $321,000 | – | 6,400 | – | 0.20% | – |
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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% |