J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 896 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,075,895 | -1.6% | 121,082 | -1.7% | 1.75% | +3.9% |
| Q2 2023 | $6,175,845 | -2.5% | 123,172 | -2.2% | 1.69% | -7.3% |
| Q1 2023 | $6,337,251 | +0.7% | 125,939 | +0.3% | 1.82% | -3.1% |
| Q4 2022 | $6,291,843 | -14.3% | 125,511 | -14.3% | 1.88% | -32.4% |
| Q3 2022 | $7,343,000 | +29.2% | 146,395 | +29.1% | 2.78% | +38.3% |
| Q2 2022 | $5,683,000 | +32.9% | 113,415 | +33.3% | 2.01% | +57.6% |
| Q1 2022 | $4,275,000 | +36.2% | 85,095 | +36.8% | 1.27% | +34.2% |
| Q4 2021 | $3,139,000 | +12.1% | 62,212 | +12.6% | 0.95% | -1.0% |
| Q3 2021 | $2,800,000 | +14.2% | 55,232 | +14.4% | 0.96% | +10.5% |
| Q2 2021 | $2,451,000 | +4.7% | 48,292 | +4.7% | 0.87% | +3.5% |
| Q1 2021 | $2,342,000 | +10.1% | 46,132 | +10.1% | 0.84% | +3.1% |
| Q4 2020 | $2,127,000 | -35.3% | 41,885 | -35.3% | 0.81% | -40.5% |
| Q3 2020 | $3,290,000 | +51.5% | 64,760 | +51.4% | 1.37% | +41.9% |
| Q2 2020 | $2,171,000 | +379.2% | 42,785 | +368.9% | 0.96% | +305.0% |
| Q1 2020 | $453,000 | – | 9,125 | – | 0.24% | – |
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% |