YHB Investment Advisors, Inc. - 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 784 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.3%.

Quarter-by-quarter ownership
YHB Investment Advisors, Inc. ownership history of J P MORGAN EXCHANGE-TRADED F
ValueSharesWeighting
Q2 2024$5,708,273
+18.7%
113,102
+18.6%
0.49%
+15.0%
Q1 2024$4,809,550
+32.3%
95,333
+31.7%
0.43%
+21.3%
Q4 2023$3,636,652
-7.6%
72,400
-7.7%
0.35%
-3.0%
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$5,115,000100,7050.56%
Other shareholders
J P MORGAN EXCHANGE-TRADED F shareholders Q4 2021
NameSharesValueWeighting ↓
REDW Wealth LLC 1,132,887$57,132,00031.82%
Financial Perspectives, Inc 544,854$27,476,97518.75%
3EDGE Asset Management, LP 3,028,051$152,705,00017.49%
LAU ASSOCIATES LLC 679,594$34,272,00017.06%
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 1,437,720$72,504,00016.71%
Paragon Advisors, LLC 265,495$13,398,00014.46%
Quaker Wealth Management, LLC 463,252$23,362,00013.89%
Cardinal Strategic Wealth Guidance 259,157$13,069,00011.24%
Compass Financial Group, Inc. 227,363$11,466,00010.35%
Roof Eidam Maycock Peralta, LLC 528,711$26,663,00010.27%
View complete list of J P MORGAN EXCHANGE-TRADED F shareholders