J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 918 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $5,386 | +19.8% | 106,755 | +19.1% | 0.09% | +7.4% |
| Q3 2023 | $4,497 | -0.3% | 89,611 | -0.4% | 0.08% | +3.8% |
| Q2 2023 | $4,509 | -4.5% | 89,929 | -4.2% | 0.08% | -14.3% |
| Q1 2023 | $4,723 | -10.6% | 93,854 | -10.4% | 0.09% | -14.2% |
| Q4 2022 | $5,282 | -99.9% | 104,772 | -6.4% | 0.11% | -12.4% |
| Q3 2022 | $5,613,000 | +0.4% | 111,908 | +0.2% | 0.12% | +7.1% |
| Q2 2022 | $5,593,000 | -7.7% | 111,649 | -7.4% | 0.11% | +6.6% |
| Q1 2022 | $6,062,000 | -18.0% | 120,593 | -17.6% | 0.11% | -15.2% |
| Q4 2021 | $7,392,000 | +6.6% | 146,369 | +7.1% | 0.12% | -5.3% |
| Q3 2021 | $6,932,000 | -0.2% | 136,678 | -0.1% | 0.13% | -0.8% |
| Q2 2021 | $6,945,000 | +0.1% | 136,871 | +0.1% | 0.13% | -5.0% |
| Q1 2021 | $6,940,000 | +3.6% | 136,742 | +3.7% | 0.14% | -2.1% |
| Q4 2020 | $6,699,000 | -9.1% | 131,888 | -9.1% | 0.14% | -17.3% |
| Q3 2020 | $7,368,000 | +7.0% | 145,055 | +6.8% | 0.17% | -3.9% |
| Q2 2020 | $6,888,000 | +41.6% | 135,778 | +38.6% | 0.18% | +21.6% |
| Q1 2020 | $4,865,000 | +37.6% | 97,942 | +39.7% | 0.15% | +59.1% |
| Q3 2019 | $3,535,000 | +3084.7% | 70,105 | +3086.6% | 0.09% | +2225.0% |
| Q2 2019 | $111,000 | – | 2,200 | – | 0.00% | – |
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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% |