J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 24 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $987,076 | -26.6% | 19,671 | -26.7% | 0.20% | -23.7% |
| Q2 2023 | $1,345,291 | -34.7% | 26,831 | -34.5% | 0.27% | -36.1% |
| Q1 2023 | $2,061,041 | +89862.5% | 40,959 | -10.4% | 0.42% | -14.4% |
| Q4 2022 | $2,291 | -99.9% | 45,705 | -27.9% | 0.49% | -32.2% |
| Q3 2022 | $3,180,000 | -16.0% | 63,393 | -16.1% | 0.72% | -10.8% |
| Q2 2022 | $3,784,000 | -24.0% | 75,550 | -23.7% | 0.80% | -16.9% |
| Q1 2022 | $4,980,000 | -0.2% | 99,062 | +0.2% | 0.97% | -1.6% |
| Q4 2021 | $4,990,000 | -43.8% | 98,856 | -43.5% | 0.98% | -49.9% |
| Q3 2021 | $8,873,000 | +8.7% | 174,950 | +8.8% | 1.96% | +0.7% |
| Q2 2021 | $8,161,000 | +15.4% | 160,845 | +15.5% | 1.95% | +7.8% |
| Q1 2021 | $7,070,000 | +58.2% | 139,295 | +58.4% | 1.81% | +55.4% |
| Q4 2020 | $4,468,000 | +69.2% | 87,965 | +68.0% | 1.16% | +68.0% |
| Q4 2019 | $2,640,000 | -8.4% | 52,350 | -8.4% | 0.69% | -13.3% |
| Q3 2019 | $2,882,000 | +7.6% | 57,150 | +7.6% | 0.80% | +12.9% |
| Q2 2019 | $2,678,000 | +34.0% | 53,100 | +33.6% | 0.71% | +28.5% |
| Q1 2019 | $1,999,000 | -5.5% | 39,744 | -5.9% | 0.55% | -15.2% |
| Q4 2018 | $2,116,000 | – | 42,215 | – | 0.65% | – |
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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% |