J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 579 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,936,571 | -12.0% | 78,449 | -12.0% | 0.36% | -12.9% |
| Q2 2023 | $4,471,335 | +0.8% | 89,177 | +1.2% | 0.42% | -6.3% |
| Q1 2023 | $4,435,507 | -7.8% | 88,146 | -8.2% | 0.44% | -13.3% |
| Q4 2022 | $4,812,179 | -30.2% | 95,994 | -30.1% | 0.51% | -33.0% |
| Q3 2022 | $6,892,000 | -31.2% | 137,407 | -31.3% | 0.77% | -27.5% |
| Q2 2022 | $10,018,000 | +15.4% | 200,003 | +15.8% | 1.06% | +37.7% |
| Q1 2022 | $8,683,000 | +80.9% | 172,721 | +81.7% | 0.77% | +101.8% |
| Q4 2021 | $4,800,000 | +17.3% | 95,083 | +17.9% | 0.38% | +7.6% |
| Q3 2021 | $4,091,000 | -2.2% | 80,655 | -2.2% | 0.35% | -1.1% |
| Q2 2021 | $4,185,000 | -9.0% | 82,480 | -9.1% | 0.36% | -10.3% |
| Q1 2021 | $4,601,000 | -13.8% | 90,695 | -13.7% | 0.40% | -21.7% |
| Q4 2020 | $5,339,000 | +4.4% | 105,115 | +4.4% | 0.51% | -8.5% |
| Q3 2020 | $5,115,000 | – | 100,705 | – | 0.56% | – |
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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% |