J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 658 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $302,071 | -20.9% | 6,003 | -21.2% | 0.01% | -28.6% |
| Q4 2022 | $381,890 | -26.6% | 7,618 | -26.5% | 0.01% | -30.0% |
| Q3 2022 | $520,000 | -0.6% | 10,368 | -0.6% | 0.02% | +5.3% |
| Q2 2022 | $523,000 | +3.4% | 10,428 | +3.6% | 0.02% | +18.8% |
| Q1 2022 | $506,000 | +9.3% | 10,063 | +9.8% | 0.02% | +14.3% |
| Q4 2021 | $463,000 | -78.3% | 9,163 | -78.2% | 0.01% | -79.4% |
| Q3 2021 | $2,131,000 | +9.7% | 42,008 | +9.7% | 0.07% | +9.7% |
| Q2 2021 | $1,942,000 | -51.5% | 38,283 | -51.4% | 0.06% | -54.1% |
| Q1 2021 | $4,002,000 | +272.3% | 78,850 | +272.5% | 0.14% | +255.3% |
| Q4 2020 | $1,075,000 | – | 21,165 | – | 0.04% | – |
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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% |