EP Wealth Advisors, 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 658 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.3%.

Quarter-by-quarter ownership
EP Wealth Advisors, LLC ownership history of J P MORGAN EXCHANGE-TRADED F
ValueSharesWeighting
Q3 2023$4,264,115
-11.3%
84,976
-15.3%
0.07%
-4.3%
Q2 2023$4,804,966
-93.9%
100,305
-83.4%
0.07%
-94.9%
Q1 2023$78,558,854
+1358.6%
602,861
+461.1%
1.35%
+1292.8%
Q4 2022$5,385,867
-13.4%
107,438
-13.3%
0.10%
-31.2%
Q3 2022$6,216,000
-23.7%
123,937
-23.8%
0.14%
-23.4%
Q2 2022$8,148,000
-36.4%
162,672
-36.1%
0.18%
-34.5%
Q1 2022$12,806,000
+4.9%
254,749
+5.4%
0.28%
-2.4%
Q4 2021$12,205,000
+21.2%
241,775
+21.7%
0.29%
+4.3%
Q3 2021$10,073,000
-37.3%
198,592
-37.3%
0.28%
-38.1%
Q2 2021$16,071,000
-12.0%
316,729
-12.0%
0.45%
-23.2%
Q1 2021$18,268,000
+45.1%
359,928
+45.2%
0.58%
+31.2%
Q4 2020$12,593,000
+186.9%
247,949
+186.9%
0.44%
+134.4%
Q3 2020$4,390,000
+52.6%
86,4280.19%
+53.7%
Q2 2020$2,877,000
-49.0%
0
-100.0%
0.12%
-55.4%
Q1 2020$5,639,000
-11.7%
113,522
-10.4%
0.28%
+4.9%
Q4 2019$6,388,000
+390.6%
126,663
+390.7%
0.26%
+304.6%
Q3 2019$1,302,000
+89.2%
25,812
+89.0%
0.06%
+51.2%
Q2 2019$688,00013,6540.04%
Other shareholders
J P MORGAN EXCHANGE-TRADED F shareholders Q4 2020
NameSharesValueWeighting ↓
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 2,063,952$104,828,00026.19%
REDW Wealth LLC 1,319,132$66,999,00024.79%
McCarthy Asset Management, Inc. 400,827$20,358,00016.88%
Frisch Financial Group, Inc. 875,261$44,455,00016.27%
Pachira Investments Inc. 322,598$16,385,00015.67%
Fountainhead AM, LLC 482,212$24,492,00015.25%
Symphony Financial, Ltd. Co. 807,685$41,022,00014.72%
Cardinal Strategic Wealth Guidance 472,836$24,015,00014.26%
Pinion Investment Advisors, LLC 258,666$13,138,00013.82%
Klingman & Associates, LLC 2,097,257$106,520,00012.29%
View complete list of J P MORGAN EXCHANGE-TRADED F shareholders