Evensky & Katz LLC - J P MORGAN EXCHANGE-TRADED F ownership

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
Evensky & Katz LLC ownership history of J P MORGAN EXCHANGE-TRADED F
ValueSharesWeighting
Q3 2023$21,275
+5.1%
423,975
+5.0%
1.82%
+18.4%
Q2 2023$20,245
-2.2%
403,764
-1.8%
1.54%
-8.1%
Q1 2023$20,700
-7.2%
411,374
-7.6%
1.67%
-16.9%
Q4 2022$22,315
-99.9%
445,143
+4.1%
2.01%
-20.7%
Q3 2022$21,443,000
-1.3%
427,492
-1.4%
2.54%
+2.3%
Q2 2022$21,721,000
-14.5%
433,633
-14.2%
2.48%
-1.3%
Q1 2022$25,413,000
+3.0%
505,531
+3.4%
2.51%
+5.6%
Q4 2021$24,681,000
+1.0%
488,931
+1.5%
2.38%
-6.8%
Q3 2021$24,432,000
+25.8%
481,705
+25.8%
2.55%
+28.8%
Q2 2021$19,423,000
+24.1%
382,803
+24.2%
1.98%
+14.5%
Q1 2021$15,647,000
+50374.2%
308,288
+50028.1%
1.73%
+43150.0%
Q4 2020$31,000
-99.8%
615
-99.8%
0.00%
-99.8%
Q3 2020$13,413,000
+2.3%
264,053
+2.2%
1.82%
-3.9%
Q2 2020$13,108,000
+12.0%
258,388
+9.7%
1.89%
+2.9%
Q1 2020$11,702,000
+4.7%
235,591
+6.3%
1.84%
+18.5%
Q4 2019$11,173,000
-29.9%
221,556
-29.9%
1.55%
-28.7%
Q3 2019$15,944,000
+5.6%
316,196
+5.6%
2.18%
+4.2%
Q2 2019$15,093,000
-61.2%
299,521
-61.3%
2.09%
-20.4%
Q1 2019$38,912,000
+132.1%
773,620
+131.3%
2.63%
-5.9%
Q4 2018$16,767,000
-5.3%
334,473
-5.2%
2.79%
+6.6%
Q3 2018$17,702,000
+182.2%
352,999
+181.9%
2.62%
+138.2%
Q2 2018$6,273,000125,2121.10%
Other shareholders
J P MORGAN EXCHANGE-TRADED F shareholders Q4 2023
NameSharesValueWeighting ↓
Asset Management Resources, LLC 963,346$48,340,72730.02%
McCarthy Asset Management, Inc. 626,080$31,416,68723.05%
ACT Advisors, LLC. 620,671$31,145,27119.29%
Arcus Capital Partners, LLC 1,156,309$58,023,56617.81%
Marks Wealth, LLC 9,167$460,00017.46%
Cornerstone Management, Inc. 1,274,034$63,931,01617.08%
Meridian Financial Partners LLC 256,787$12,86513.17%
Paradigm, Strategies in Wealth Management, LLC 391,474$19,644,15112.52%
IRONWOOD WEALTH MANAGEMENT, INC. 397,608$19,896,30511.88%
Smart Portfolios, LLC 118,624$5,952,55510.69%
View complete list of J P MORGAN EXCHANGE-TRADED F shareholders