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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $942,581 | +0.1% | 18,784 | 0.0% | 0.10% | -2.9% |
| Q2 2023 | $941,830 | -5.2% | 18,784 | -4.9% | 0.10% | -9.6% |
| Q1 2023 | $993,688 | -2.0% | 19,747 | -2.4% | 0.12% | -8.0% |
| Q4 2022 | $1,013,953 | +140.3% | 20,226 | +140.4% | 0.12% | +81.2% |
| Q3 2022 | $422,000 | +71.5% | 8,415 | +71.2% | 0.07% | +81.6% |
| Q2 2022 | $246,000 | -78.3% | 4,916 | -78.2% | 0.04% | -75.6% |
| Q1 2022 | $1,136,000 | +184.0% | 22,592 | +185.3% | 0.16% | +169.0% |
| Q4 2021 | $400,000 | -68.3% | 7,920 | -68.2% | 0.06% | -72.4% |
| Q3 2021 | $1,263,000 | +78.6% | 24,893 | +78.6% | 0.21% | +70.7% |
| Q2 2021 | $707,000 | -69.1% | 13,934 | -69.1% | 0.12% | -70.4% |
| Q1 2021 | $2,290,000 | +54.6% | 45,114 | +54.7% | 0.42% | +38.2% |
| Q4 2020 | $1,481,000 | +403.7% | 29,163 | +404.1% | 0.30% | +356.1% |
| Q3 2020 | $294,000 | -50.0% | 5,785 | -50.1% | 0.07% | -55.1% |
| Q2 2020 | $588,000 | +17.8% | 11,584 | +15.3% | 0.15% | -4.5% |
| Q1 2020 | $499,000 | – | 10,048 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 2,063,952 | $104,828,000 | 26.19% |
| REDW Wealth LLC | 1,319,132 | $66,999,000 | 24.79% |
| McCarthy Asset Management, Inc. | 400,827 | $20,358,000 | 16.88% |
| Frisch Financial Group, Inc. | 875,261 | $44,455,000 | 16.27% |
| Pachira Investments Inc. | 322,598 | $16,385,000 | 15.67% |
| Fountainhead AM, LLC | 482,212 | $24,492,000 | 15.25% |
| Symphony Financial, Ltd. Co. | 807,685 | $41,022,000 | 14.72% |
| Cardinal Strategic Wealth Guidance | 472,836 | $24,015,000 | 14.26% |
| Pinion Investment Advisors, LLC | 258,666 | $13,138,000 | 13.82% |
| Klingman & Associates, LLC | 2,097,257 | $106,520,000 | 12.29% |