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 | $480,423 | +2.2% | 9,574 | +2.1% | 0.25% | +5.9% |
| Q2 2023 | $470,263 | -0.4% | 9,379 | 0.0% | 0.24% | -1.2% |
| Q1 2023 | $471,951 | -0.6% | 9,379 | -1.0% | 0.24% | +1.7% |
| Q4 2022 | $474,681 | -0.1% | 9,469 | 0.0% | 0.24% | -9.2% |
| Q3 2022 | $475,000 | +0.2% | 9,469 | 0.0% | 0.26% | +8.3% |
| Q2 2022 | $474,000 | -0.4% | 9,469 | 0.0% | 0.24% | +11.6% |
| Q1 2022 | $476,000 | -42.0% | 9,469 | -41.7% | 0.22% | -41.1% |
| Q4 2021 | $820,000 | -0.5% | 16,237 | 0.0% | 0.36% | -10.1% |
| Q3 2021 | $824,000 | -8.6% | 16,237 | -8.7% | 0.41% | -5.4% |
| Q2 2021 | $902,000 | -14.7% | 17,782 | -14.6% | 0.43% | -16.5% |
| Q1 2021 | $1,057,000 | -0.1% | 20,831 | 0.0% | 0.51% | -8.7% |
| Q4 2020 | $1,058,000 | -3.8% | 20,831 | -3.8% | 0.56% | -12.8% |
| Q3 2020 | $1,100,000 | +9.2% | 21,660 | +9.2% | 0.65% | +3.9% |
| Q2 2020 | $1,007,000 | +57.8% | 19,840 | +54.5% | 0.62% | +45.3% |
| Q1 2020 | $638,000 | -23.0% | 12,840 | -21.9% | 0.43% | +1.7% |
| Q4 2019 | $829,000 | +17.3% | 16,449 | +17.2% | 0.42% | +12.6% |
| Q3 2019 | $707,000 | +45.8% | 14,031 | +45.5% | 0.37% | +45.0% |
| Q2 2019 | $485,000 | – | 9,640 | – | 0.26% | – |
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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% |