J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 331 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2019. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $47,505,139 | -5.6% | 946,695 | -5.7% | 0.18% | -8.1% |
| Q2 2023 | $50,339,171 | -15.5% | 1,003,972 | -15.2% | 0.20% | -24.4% |
| Q1 2023 | $59,601,982 | +5.0% | 1,184,459 | +4.6% | 0.26% | -8.4% |
| Q4 2022 | $56,749,435 | -31.7% | 1,132,045 | -31.7% | 0.29% | -40.9% |
| Q3 2022 | $83,140,000 | -6.7% | 1,657,500 | -6.8% | 0.48% | -15.8% |
| Q2 2022 | $89,121,000 | -3.1% | 1,779,224 | -2.8% | 0.58% | -3.5% |
| Q1 2022 | $92,014,000 | -14.8% | 1,830,393 | -14.4% | 0.60% | -19.5% |
| Q4 2021 | $107,940,000 | -9.9% | 2,137,275 | -9.5% | 0.74% | -25.6% |
| Q3 2021 | $119,799,000 | +10.6% | 2,361,971 | +10.6% | 1.00% | -1.4% |
| Q2 2021 | $108,326,000 | +201.3% | 2,134,917 | +201.4% | 1.01% | +159.4% |
| Q1 2021 | $35,955,000 | +78063.0% | 708,402 | +78611.3% | 0.39% | +38800.0% |
| Q4 2020 | $46,000 | +64.3% | 900 | +63.6% | 0.00% | – |
| Q3 2020 | $28,000 | +55.6% | 550 | +57.1% | 0.00% | – |
| Q2 2020 | $18,000 | 0.0% | 350 | 0.0% | 0.00% | -100.0% |
| Q3 2019 | $18,000 | 0.0% | 350 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $18,000 | 0.0% | 350 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $18,000 | 0.0% | 350 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $18,000 | 0.0% | 350 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $18,000 | -28.0% | 350 | -30.0% | 0.00% | 0.0% |
| Q2 2018 | $25,000 | – | 500 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| REDW Wealth LLC | 1,415,002 | $71,429,000 | 20.75% |
| Aspire Capital Advisors LLC | 113,686 | $5,739,000 | 19.17% |
| MASON STREET ADVISORS, LLC | 493,250 | $24,899,000 | 18.10% |
| SUN LIFE FINANCIAL INC | 9,501,354 | $479,628,000 | 17.80% |
| Cornerstone Management, Inc. | 1,116,747 | $56,373,366 | 15.56% |
| Paradigm Capital Management, LLC/NV | 282,614 | $14,266,000 | 14.18% |
| Pinion Investment Advisors, LLC | 758,594 | $38,376,000 | 14.08% |
| McCarthy Asset Management, Inc. | 382,561 | $19,312,000 | 13.28% |
| TERRIL BROTHERS, INC. | 1,160,010 | $58,557,000 | 12.87% |
| Paradigm, Strategies in Wealth Management, LLC | 247,331 | $12,485,000 | 12.65% |