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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,436,909 | -17.5% | 148,204 | -17.6% | 0.28% | -13.9% |
| Q2 2023 | $9,014,897 | -53.2% | 179,794 | -53.1% | 0.32% | -49.4% |
| Q1 2023 | $19,269,954 | +4.2% | 382,948 | +3.8% | 0.64% | -3.2% |
| Q4 2022 | $18,491,202 | +238.1% | 368,864 | +238.3% | 0.66% | +217.8% |
| Q3 2022 | $5,469,000 | -8.7% | 109,031 | -8.8% | 0.21% | 0.0% |
| Q2 2022 | $5,987,000 | -5.9% | 119,521 | -5.6% | 0.21% | +8.9% |
| Q1 2022 | $6,363,000 | +12.5% | 126,578 | +13.0% | 0.19% | +20.9% |
| Q4 2021 | $5,656,000 | -0.3% | 112,044 | +0.2% | 0.16% | -7.6% |
| Q3 2021 | $5,674,000 | +2.7% | 111,875 | +2.7% | 0.17% | +3.6% |
| Q2 2021 | $5,525,000 | -16.9% | 108,895 | -16.9% | 0.16% | -22.2% |
| Q1 2021 | $6,647,000 | +17.6% | 130,969 | +17.7% | 0.21% | +10.4% |
| Q4 2020 | $5,653,000 | +19.3% | 111,297 | +19.3% | 0.19% | +2.1% |
| Q3 2020 | $4,738,000 | +8.7% | 93,268 | +8.6% | 0.19% | -1.6% |
| Q2 2020 | $4,358,000 | -15.8% | 85,906 | -17.5% | 0.19% | -37.8% |
| Q1 2020 | $5,173,000 | +99.2% | 104,140 | +102.2% | 0.31% | +179.1% |
| Q4 2019 | $2,597,000 | +37.4% | 51,492 | +37.4% | 0.11% | +20.9% |
| Q3 2019 | $1,890,000 | +12.0% | 37,473 | +11.9% | 0.09% | +4.6% |
| Q2 2019 | $1,687,000 | +84.6% | 33,482 | +84.3% | 0.09% | +67.3% |
| Q1 2019 | $914,000 | – | 18,170 | – | 0.05% | – |
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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% |