J P MORGAN EXCHANGE-TRADED F's ticker is JMST and the CUSIP is 46641Q654. A total of 170 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,885,418 | -5.2% | 37,372 | -4.8% | 0.48% | -2.0% |
| Q2 2023 | $1,988,114 | -0.1% | 39,252 | +0.2% | 0.49% | -4.7% |
| Q1 2023 | $1,989,800 | -23.9% | 39,177 | -24.3% | 0.52% | -25.6% |
| Q4 2022 | $2,615,287 | -36.0% | 51,752 | -36.3% | 0.69% | -42.4% |
| Q3 2022 | $4,088,000 | -36.2% | 81,267 | -35.8% | 1.20% | -32.4% |
| Q2 2022 | $6,411,000 | +666.9% | 126,582 | +667.2% | 1.78% | +779.7% |
| Q1 2022 | $836,000 | +19.4% | 16,500 | +20.4% | 0.20% | +23.9% |
| Q4 2021 | $700,000 | +1.7% | 13,704 | +1.7% | 0.16% | -6.9% |
| Q3 2021 | $688,000 | -3.2% | 13,475 | -3.2% | 0.18% | -0.6% |
| Q2 2021 | $711,000 | -43.0% | 13,921 | -43.0% | 0.18% | -43.0% |
| Q1 2021 | $1,248,000 | +68.4% | 24,444 | +68.5% | 0.31% | +57.7% |
| Q4 2020 | $741,000 | +13.8% | 14,510 | +13.6% | 0.20% | +1.6% |
| Q3 2020 | $651,000 | +160.4% | 12,775 | +160.9% | 0.19% | +141.2% |
| Q2 2020 | $250,000 | – | 4,897 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Corbenic Partners LLC | 1,007,977 | $51,044,000 | 11.10% |
| Auxano Advisors, LLC | 382,697 | $19,380,000 | 8.25% |
| CEERA INVESTMENTS, LLC | 246,893 | $12,503,000 | 6.23% |
| Bridgewater Advisors Inc. | 466,897 | $23,644,000 | 5.75% |
| TMD Wealth Management, LLC | 289,608 | $14,666,000 | 5.64% |
| John W. Brooker & Co., CPAs | 143,998 | $7,292,000 | 3.95% |
| Slow Capital, Inc. | 410,352 | $20,780,000 | 3.88% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 1,831,209 | $92,732,000 | 3.31% |
| Kathmere Capital Management, LLC | 366,308 | $18,550,000 | 3.16% |
| WEATHERLY ASSET MANAGEMENT L. P. | 523,092 | $26,489,000 | 3.10% |