J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 896 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $250,348 | +0.1% | 4,989 | 0.0% | 0.04% | +5.7% |
| Q2 2023 | $250,148 | -0.4% | 4,989 | 0.0% | 0.04% | -5.4% |
| Q1 2023 | $251,046 | +0.4% | 4,989 | 0.0% | 0.04% | -9.8% |
| Q4 2022 | $250,099 | -85.8% | 4,989 | -85.8% | 0.04% | -88.8% |
| Q3 2022 | $1,767,000 | -19.7% | 35,236 | -19.8% | 0.36% | -13.5% |
| Q2 2022 | $2,201,000 | +87.2% | 43,936 | +87.8% | 0.42% | +95.4% |
| Q1 2022 | $1,176,000 | +210.3% | 23,400 | +212.0% | 0.22% | +195.9% |
| Q4 2021 | $379,000 | -91.2% | 7,500 | -91.1% | 0.07% | -91.9% |
| Q3 2021 | $4,283,000 | -12.8% | 84,450 | -12.8% | 0.90% | -12.7% |
| Q2 2021 | $4,912,000 | -13.4% | 96,800 | -13.3% | 1.03% | -18.5% |
| Q1 2021 | $5,669,000 | +6.9% | 111,700 | +7.0% | 1.27% | -4.9% |
| Q4 2020 | $5,302,000 | +162.6% | 104,400 | +162.6% | 1.33% | +115.9% |
| Q3 2020 | $2,019,000 | – | 39,750 | – | 0.62% | – |
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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% |