J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 935 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,056 | -99.2% | 21,045 | +680.9% | 0.52% | +693.9% |
| Q2 2023 | $135,127 | -99.2% | 2,695 | -99.2% | 0.07% | -99.0% |
| Q4 2021 | $17,537,000 | -1.8% | 347,411 | -1.3% | 6.45% | -6.9% |
| Q3 2021 | $17,855,000 | +10.5% | 352,031 | +10.6% | 6.92% | +8.8% |
| Q2 2021 | $16,153,000 | +2.0% | 318,340 | +2.1% | 6.37% | -5.9% |
| Q1 2021 | $15,833,000 | +4.4% | 311,943 | +4.5% | 6.77% | -3.9% |
| Q4 2020 | $15,159,000 | +25.4% | 298,474 | +25.4% | 7.04% | +5.9% |
| Q3 2020 | $12,091,000 | +23.8% | 238,039 | +23.6% | 6.65% | +19.6% |
| Q2 2020 | $9,767,000 | +14.9% | 192,522 | +12.5% | 5.56% | -4.4% |
| Q1 2020 | $8,498,000 | -3.9% | 171,097 | -2.4% | 5.82% | +16.9% |
| Q4 2019 | $8,843,000 | +33.6% | 175,358 | +33.6% | 4.98% | +27.7% |
| Q3 2019 | $6,620,000 | +43.6% | 131,293 | +43.5% | 3.90% | +41.3% |
| Q2 2019 | $4,611,000 | – | 91,505 | – | 2.76% | – |
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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% |