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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,169,044 | +8.5% | 103,010 | +8.4% | 0.47% | +15.0% |
| Q2 2023 | $4,765,483 | +26.3% | 95,044 | +26.8% | 0.41% | +18.3% |
| Q1 2023 | $3,771,949 | +60.5% | 74,959 | +59.9% | 0.34% | +49.4% |
| Q4 2022 | $2,349,898 | -3.7% | 46,876 | -3.7% | 0.23% | -5.3% |
| Q3 2022 | $2,441,000 | -30.2% | 48,666 | -30.3% | 0.24% | -28.9% |
| Q2 2022 | $3,496,000 | +4.2% | 69,786 | +4.6% | 0.34% | +63.3% |
| Q1 2022 | $3,354,000 | +161.4% | 66,716 | +162.5% | 0.21% | +165.8% |
| Q4 2021 | $1,283,000 | +9769.2% | 25,416 | +10148.4% | 0.08% | +7800.0% |
| Q3 2021 | $13,000 | 0.0% | 248 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $13,000 | -18.8% | 248 | -21.8% | 0.00% | 0.0% |
| Q1 2021 | $16,000 | -46.7% | 317 | -46.3% | 0.00% | -50.0% |
| Q4 2020 | $30,000 | -91.4% | 590 | -91.4% | 0.00% | -93.3% |
| Q3 2020 | $347,000 | -88.1% | 6,838 | -88.1% | 0.03% | -87.2% |
| Q2 2020 | $2,904,000 | +18.3% | 57,243 | +15.9% | 0.23% | +3.5% |
| Q1 2020 | $2,454,000 | -34.5% | 49,400 | -33.5% | 0.23% | -28.9% |
| Q4 2019 | $3,746,000 | +12.4% | 74,288 | +12.4% | 0.32% | +3.9% |
| Q3 2019 | $3,334,000 | +31.1% | 66,121 | +31.0% | 0.31% | +8.9% |
| Q2 2019 | $2,544,000 | +77.5% | 50,479 | +77.2% | 0.28% | +60.6% |
| Q1 2019 | $1,433,000 | +25.6% | 28,490 | +25.2% | 0.18% | +10.8% |
| Q4 2018 | $1,141,000 | +60.9% | 22,752 | +60.8% | 0.16% | +77.5% |
| Q3 2018 | $709,000 | +96.9% | 14,145 | +96.8% | 0.09% | +81.6% |
| Q2 2018 | $360,000 | – | 7,188 | – | 0.05% | – |
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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% |