J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 778 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $32,356,847 | +6.6% | 644,816 | +6.5% | 0.67% | +8.8% |
| Q2 2023 | $30,346,586 | +16.8% | 605,237 | +17.2% | 0.62% | +10.2% |
| Q1 2023 | $25,985,402 | +5.7% | 516,403 | +5.3% | 0.56% | -1.2% |
| Q4 2022 | $24,592,527 | -14.4% | 490,575 | -14.4% | 0.57% | -1.9% |
| Q3 2022 | $28,731,000 | +42.7% | 572,790 | +42.5% | 0.58% | +47.8% |
| Q2 2022 | $20,139,000 | +12.9% | 402,058 | +13.3% | 0.39% | +24.5% |
| Q1 2022 | $17,833,000 | +51.9% | 354,744 | +52.5% | 0.31% | +55.4% |
| Q4 2021 | $11,743,000 | +3.0% | 232,618 | +3.5% | 0.20% | -3.3% |
| Q3 2021 | $11,402,000 | +0.7% | 224,809 | +0.8% | 0.21% | +1.0% |
| Q2 2021 | $11,320,000 | +30.8% | 223,097 | +30.8% | 0.21% | +24.0% |
| Q1 2021 | $8,657,000 | +102.1% | 170,565 | +102.3% | 0.17% | +92.0% |
| Q4 2020 | $4,283,000 | +164.1% | 84,320 | +164.0% | 0.09% | +135.1% |
| Q3 2020 | $1,622,000 | +695.1% | 31,938 | +693.5% | 0.04% | +640.0% |
| Q2 2020 | $204,000 | – | 4,025 | – | 0.01% | – |
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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% |