J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 896 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
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 ↓ |
|---|---|---|---|
| Asset Management Resources, LLC | 963,346 | $48,340,727 | 30.02% |
| McCarthy Asset Management, Inc. | 626,080 | $31,416,687 | 23.05% |
| ACT Advisors, LLC. | 620,671 | $31,145,271 | 19.29% |
| Arcus Capital Partners, LLC | 1,156,309 | $58,023,566 | 17.81% |
| Marks Wealth, LLC | 9,167 | $460,000 | 17.46% |
| Cornerstone Management, Inc. | 1,274,034 | $63,931,016 | 17.08% |
| Meridian Financial Partners LLC | 256,787 | $12,865 | 13.17% |
| Paradigm, Strategies in Wealth Management, LLC | 391,474 | $19,644,151 | 12.52% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 397,608 | $19,896,305 | 11.88% |
| Smart Portfolios, LLC | 118,624 | $5,952,555 | 10.69% |