Nelson Capital Management, 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 778 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
Nelson Capital Management, LLC ownership history of J P MORGAN EXCHANGE-TRADED F
ValueSharesWeighting
Q3 2023$1,458,432
-19.4%
29,064
-19.4%
0.36%
-23.3%
Q2 2023$1,808,901
-67.7%
36,077
-67.6%
0.47%
-70.6%
Q1 2023$5,596,770
-35.8%
111,224
-36.0%
1.59%
-37.9%
Q4 2022$8,713,276
-12.6%
173,807
-12.5%
2.56%
-12.7%
Q3 2022$9,967,000
-19.8%
198,711
-19.9%
2.93%
-14.7%
Q2 2022$12,427,000
-68.3%
248,085
-68.2%
3.43%
-55.3%
Q1 2022$39,231,000
-6.2%
780,411
-5.8%
7.67%
-0.8%
Q4 2021$41,818,000
+1.7%
828,410
+2.1%
7.73%
-5.5%
Q3 2021$41,139,000
+13.9%
811,099
+13.9%
8.18%
+11.9%
Q2 2021$36,134,000
+1.8%
712,136
+1.9%
7.31%
-3.6%
Q1 2021$35,478,000
-2.6%
699,011
-2.5%
7.59%
-3.1%
Q4 2020$36,427,000
-17.8%
717,202
-17.8%
7.83%
+1.0%
Q3 2020$44,333,000
+366.3%
872,790
+365.7%
7.76%
+274.4%
Q2 2020$9,508,000
+35.2%
187,430
+32.4%
2.07%
+9.7%
Q1 2020$7,032,000
+2.1%
141,566
+3.7%
1.89%
+30.5%
Q4 2019$6,884,000136,5041.45%
Other shareholders
J P MORGAN EXCHANGE-TRADED F shareholders Q4 2021
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