J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 935 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,314,208 | -0.4% | 165,688 | -0.5% | 0.22% | +20.3% |
| Q2 2023 | $8,350,509 | +4.0% | 166,544 | +4.4% | 0.19% | -12.6% |
| Q1 2023 | $8,030,391 | +70.9% | 159,586 | +70.7% | 0.21% | +62.1% |
| Q4 2022 | $4,698,521 | -6.2% | 93,466 | -6.4% | 0.13% | -12.6% |
| Q3 2022 | $5,011,000 | +1812.6% | 99,880 | +1813.8% | 0.15% | +1272.7% |
| Q2 2022 | $262,000 | -6.8% | 5,219 | -6.1% | 0.01% | +22.2% |
| Q1 2022 | $281,000 | -22.8% | 5,557 | -22.3% | 0.01% | -52.6% |
| Q4 2020 | $364,000 | +0.6% | 7,152 | +0.5% | 0.02% | 0.0% |
| Q3 2020 | $362,000 | +2.3% | 7,114 | +2.1% | 0.02% | -20.8% |
| Q2 2020 | $354,000 | 0.0% | 6,968 | -2.1% | 0.02% | -20.0% |
| Q1 2020 | $354,000 | -9.5% | 7,120 | -8.1% | 0.03% | -9.1% |
| Q4 2019 | $391,000 | +11.1% | 7,748 | +11.1% | 0.03% | -5.7% |
| Q3 2019 | $352,000 | +15.4% | 6,972 | +15.6% | 0.04% | +6.1% |
| Q2 2019 | $305,000 | +39.3% | 6,032 | +39.0% | 0.03% | +22.2% |
| Q1 2019 | $219,000 | – | 4,340 | – | 0.03% | – |
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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% |