UNITED CAPITAL FINANCIAL ADVISORS, LLC - J P MORGAN EXCHANGE-TRADED F ownership

J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 831 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.6%.

Quarter-by-quarter ownership
UNITED CAPITAL FINANCIAL ADVISORS, LLC ownership history of J P MORGAN EXCHANGE-TRADED F
ValueSharesWeighting
Q3 2023$64,870,623
-6.5%
1,292,759
-6.5%
0.42%
+12.4%
Q2 2023$69,356,878
-7.3%
1,383,264
-7.0%
0.38%
-9.6%
Q1 2023$74,823,419
-0.3%
1,486,952
-0.6%
0.42%
-0.7%
Q4 2022$75,015,456
-4.8%
1,496,418
-4.8%
0.42%
-9.5%
Q3 2022$78,809,000
+10.4%
1,571,148
+10.3%
0.46%
+18.6%
Q2 2022$71,366,000
+3.3%
1,424,758
+3.7%
0.39%
+16.7%
Q1 2022$69,059,000
+37.9%
1,373,769
+38.5%
0.34%
+45.5%
Q4 2021$50,075,000
+5.8%
991,976
+6.3%
0.23%
-2.5%
Q3 2021$47,339,000
+9.5%
933,345
+9.5%
0.24%
+8.7%
Q2 2021$43,248,000
+13.2%
852,346
+13.2%
0.22%
+3.3%
Q1 2021$38,221,000
+16.7%
753,045
+16.8%
0.21%
+7.1%
Q4 2020$32,743,000
+23.4%
644,676
+23.4%
0.20%
+13.9%
Q3 2020$26,540,000
+106.0%
522,495
+105.8%
0.17%
+84.0%
Q2 2020$12,881,000
+3.9%
253,904
+1.7%
0.09%
-7.8%
Q1 2020$12,396,000
+15.8%
249,569
+17.6%
0.10%
+47.8%
Q4 2019$10,706,000
+179.8%
212,301
+179.7%
0.07%
+155.6%
Q3 2019$3,826,000
-5.7%
75,891
-5.8%
0.03%0.0%
Q2 2019$4,059,000
+22.4%
80,553
+22.2%
0.03%
+17.4%
Q1 2019$3,317,000
+92.7%
65,938
+92.1%
0.02%
+64.3%
Q4 2018$1,721,00034,3240.01%
Other shareholders
J P MORGAN EXCHANGE-TRADED F shareholders Q2 2022
NameSharesValueWeighting ↓
Asset Management Resources, LLC 963,346$48,340,72730.02%
McCarthy Asset Management, Inc. 626,080$31,416,68723.05%
ACT Advisors, LLC. 620,671$31,145,27119.29%
Arcus Capital Partners, LLC 1,156,309$58,023,56617.81%
Marks Wealth, LLC 9,167$460,00017.46%
Cornerstone Management, Inc. 1,274,034$63,931,01617.08%
Meridian Financial Partners LLC 256,787$12,86513.17%
Paradigm, Strategies in Wealth Management, LLC 391,474$19,644,15112.52%
IRONWOOD WEALTH MANAGEMENT, INC. 397,608$19,896,30511.88%
Smart Portfolios, LLC 118,624$5,952,55510.69%
View complete list of J P MORGAN EXCHANGE-TRADED F shareholders