NewSquare Capital 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
NewSquare Capital LLC ownership history of J P MORGAN EXCHANGE-TRADED F
ValueSharesWeighting
Q3 2023$647,121
+1.6%
12,896
+1.5%
0.07%
+3.0%
Q2 2023$636,979
+2.5%
12,704
+2.9%
0.07%
-9.6%
Q1 2023$621,301
-35.8%
12,347
-36.0%
0.07%
-39.7%
Q4 2022$967,810
-27.2%
19,306
-27.1%
0.12%
-27.1%
Q3 2022$1,329,000
+1.9%
26,496
+1.8%
0.17%
-0.6%
Q2 2022$1,304,000
-41.0%
26,037
-40.8%
0.17%
-28.9%
Q1 2022$2,212,000
-45.5%
44,006
-45.3%
0.24%
-45.3%
Q4 2021$4,060,000
-6.9%
80,424
-6.4%
0.43%
-15.7%
Q3 2021$4,360,000
-6.9%
85,967
-6.9%
0.51%
-8.1%
Q2 2021$4,685,000
-25.7%
92,343
-25.7%
0.56%
-32.9%
Q1 2021$6,308,000
-9.0%
124,292
-8.9%
0.83%
-14.7%
Q4 2020$6,932,000
+21.7%
136,490
+21.7%
0.97%
+6.0%
Q3 2020$5,696,000
+586.3%
112,136
+585.4%
0.92%
+544.4%
Q2 2020$830,000
+5087.5%
16,360
+4933.8%
0.14%
+4633.3%
Q2 2019$16,0003250.00%
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