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 | $27,201,961 | -17.6% | 542,087 | -17.7% | 0.23% | -16.8% |
| Q2 2023 | $33,007,974 | -16.8% | 658,316 | -16.5% | 0.28% | -29.8% |
| Q1 2023 | $39,694,969 | -11.0% | 788,851 | -11.3% | 0.40% | -19.2% |
| Q4 2022 | $44,602,839 | +32.9% | 889,744 | +33.0% | 0.49% | +16.5% |
| Q3 2022 | $33,564,000 | -4.3% | 669,146 | -4.4% | 0.42% | -11.7% |
| Q2 2022 | $35,075,000 | -1.4% | 700,242 | -1.0% | 0.48% | +5.7% |
| Q1 2022 | $35,573,000 | +13.2% | 707,625 | +13.6% | 0.45% | +1.8% |
| Q4 2021 | $31,432,000 | -10.5% | 622,670 | -10.0% | 0.45% | -23.9% |
| Q3 2021 | $35,108,000 | -9.9% | 692,196 | -9.8% | 0.59% | -18.6% |
| Q2 2021 | $38,954,000 | -11.5% | 767,709 | -11.5% | 0.72% | -20.4% |
| Q1 2021 | $44,011,000 | -70.5% | 867,128 | -70.5% | 0.90% | -76.9% |
| Q4 2020 | $149,122,000 | -16.6% | 2,936,055 | -16.6% | 3.91% | -27.3% |
| Q3 2020 | $178,769,000 | +6.3% | 3,519,418 | +6.2% | 5.38% | +3.8% |
| Q2 2020 | $168,117,000 | +6.5% | 3,313,964 | +4.3% | 5.18% | -1.1% |
| Q1 2020 | $157,829,000 | -5.8% | 3,177,559 | -4.3% | 5.24% | -10.9% |
| Q4 2019 | $167,482,000 | -0.0% | 3,321,088 | -0.0% | 5.88% | -7.9% |
| Q3 2019 | $167,525,000 | -0.2% | 3,322,254 | -0.3% | 6.39% | -2.4% |
| Q2 2019 | $167,833,000 | -29.7% | 3,330,676 | -29.8% | 6.55% | -36.6% |
| Q1 2019 | $238,570,000 | +9.4% | 4,742,936 | +9.0% | 10.34% | -4.0% |
| Q4 2018 | $218,142,000 | +22.8% | 4,351,533 | +22.9% | 10.77% | +33.9% |
| Q3 2018 | $177,581,000 | +30.6% | 3,540,990 | +30.5% | 8.04% | +23.6% |
| Q2 2018 | $135,967,000 | – | 2,713,920 | – | 6.50% | – |
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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% |