J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 24 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $499,340 | +8.9% | 9,951 | +8.9% | 0.09% | +16.2% |
| Q2 2023 | $458,328 | -10.3% | 9,141 | -9.9% | 0.08% | -9.1% |
| Q1 2023 | $510,797 | -31.8% | 10,151 | -32.0% | 0.09% | -31.2% |
| Q4 2022 | $748,489 | +2.8% | 14,931 | +2.9% | 0.13% | -5.9% |
| Q3 2022 | $728,000 | +108.0% | 14,504 | +107.4% | 0.14% | +112.5% |
| Q2 2022 | $350,000 | +6.4% | 6,993 | +6.7% | 0.06% | +8.5% |
| Q1 2022 | $329,000 | -2.9% | 6,552 | -2.5% | 0.06% | -7.8% |
| Q4 2021 | $339,000 | +7.3% | 6,723 | +8.0% | 0.06% | -1.5% |
| Q3 2021 | $316,000 | 0.0% | 6,223 | 0.0% | 0.06% | -3.0% |
| Q2 2021 | $316,000 | +102.6% | 6,223 | +102.6% | 0.07% | +81.1% |
| Q1 2021 | $156,000 | +41.8% | 3,071 | +41.5% | 0.04% | +27.6% |
| Q4 2020 | $110,000 | -31.7% | 2,171 | -31.5% | 0.03% | -35.6% |
| Q3 2020 | $161,000 | -24.1% | 3,171 | -24.0% | 0.04% | -23.7% |
| Q2 2020 | $212,000 | +6.5% | 4,171 | +4.3% | 0.06% | -10.6% |
| Q1 2020 | $199,000 | – | 4,000 | – | 0.07% | – |
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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% |