J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 678 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $992,008 | -4.6% | 19,769 | -4.7% | 0.18% | +0.6% |
| Q2 2023 | $1,040,355 | -9.1% | 20,749 | -8.8% | 0.18% | -13.7% |
| Q1 2023 | $1,144,730 | -12.8% | 22,749 | -13.1% | 0.20% | -19.3% |
| Q4 2022 | $1,312,052 | -17.3% | 26,173 | -17.2% | 0.25% | -26.6% |
| Q3 2022 | $1,586,000 | -0.9% | 31,628 | -1.0% | 0.35% | +3.9% |
| Q2 2022 | $1,601,000 | +9.7% | 31,958 | +10.1% | 0.33% | +27.6% |
| Q1 2022 | $1,459,000 | +2.1% | 29,018 | +2.5% | 0.26% | +3.6% |
| Q4 2021 | $1,429,000 | +9.3% | 28,315 | +9.8% | 0.25% | 0.0% |
| Q3 2021 | $1,307,000 | -17.4% | 25,795 | -17.3% | 0.25% | -18.7% |
| Q2 2021 | $1,583,000 | +7.7% | 31,197 | +7.7% | 0.31% | -2.2% |
| Q1 2021 | $1,470,000 | +11.4% | 28,962 | +11.6% | 0.32% | +0.6% |
| Q4 2020 | $1,319,000 | +10.2% | 25,960 | +10.1% | 0.32% | -5.7% |
| Q3 2020 | $1,197,000 | +10.8% | 23,568 | +10.8% | 0.33% | +5.0% |
| Q2 2020 | $1,080,000 | +74.2% | 21,280 | +73.0% | 0.32% | +86.0% |
| Q4 2019 | $620,000 | – | 12,300 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| REDW Wealth LLC | 1,415,002 | $71,429,000 | 20.75% |
| Aspire Capital Advisors LLC | 113,686 | $5,739,000 | 19.17% |
| MASON STREET ADVISORS, LLC | 493,250 | $24,899,000 | 18.10% |
| SUN LIFE FINANCIAL INC | 9,501,354 | $479,628,000 | 17.80% |
| Cornerstone Management, Inc. | 1,116,747 | $56,373,366 | 15.56% |
| Paradigm Capital Management, LLC/NV | 282,614 | $14,266,000 | 14.18% |
| Pinion Investment Advisors, LLC | 758,594 | $38,376,000 | 14.08% |
| McCarthy Asset Management, Inc. | 382,561 | $19,312,000 | 13.28% |
| TERRIL BROTHERS, INC. | 1,160,010 | $58,557,000 | 12.87% |
| Paradigm, Strategies in Wealth Management, LLC | 247,331 | $12,485,000 | 12.65% |