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 | $1,273,711 | +92.8% | 25,383 | +92.7% | 0.03% | +88.9% |
| Q2 2023 | $660,515 | -54.2% | 13,173 | -54.1% | 0.02% | -55.0% |
| Q1 2023 | $1,443,294 | -80.3% | 28,682 | -80.4% | 0.04% | -82.2% |
| Q4 2022 | $7,329,745 | +13.3% | 146,215 | +13.3% | 0.22% | -1.3% |
| Q3 2022 | $6,470,000 | +104.4% | 129,007 | +104.2% | 0.23% | +111.1% |
| Q2 2022 | $3,165,000 | +1.9% | 63,176 | +2.2% | 0.11% | +18.7% |
| Q1 2022 | $3,106,000 | -11.0% | 61,795 | -10.6% | 0.09% | -9.0% |
| Q4 2021 | $3,490,000 | -57.7% | 69,137 | -57.5% | 0.10% | -61.8% |
| Q3 2021 | $8,254,000 | -8.5% | 162,733 | -8.4% | 0.26% | -7.7% |
| Q2 2021 | $9,017,000 | +54.1% | 177,722 | +54.2% | 0.28% | +30.9% |
| Q1 2021 | $5,850,000 | +7.7% | 115,270 | +7.8% | 0.22% | -0.5% |
| Q4 2020 | $5,431,000 | +96.4% | 106,945 | +96.4% | 0.22% | +67.7% |
| Q3 2020 | $2,765,000 | +86.1% | 54,446 | +85.9% | 0.13% | +58.5% |
| Q2 2020 | $1,486,000 | +17.7% | 29,286 | +15.2% | 0.08% | -1.2% |
| Q1 2020 | $1,263,000 | -36.3% | 25,431 | -35.3% | 0.08% | -20.2% |
| Q4 2019 | $1,982,000 | +166.8% | 39,314 | +167.0% | 0.10% | +126.1% |
| Q3 2019 | $743,000 | 0.0% | 14,722 | 0.0% | 0.05% | 0.0% |
| Q2 2019 | $743,000 | +30.6% | 14,722 | +30.1% | 0.05% | +15.0% |
| Q1 2019 | $569,000 | +417.3% | 11,315 | +417.8% | 0.04% | +300.0% |
| Q4 2018 | $110,000 | – | 2,185 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Asset Management Resources, LLC | 963,346 | $48,340,727 | 30.02% |
| McCarthy Asset Management, Inc. | 626,080 | $31,416,687 | 23.05% |
| ACT Advisors, LLC. | 620,671 | $31,145,271 | 19.29% |
| Arcus Capital Partners, LLC | 1,156,309 | $58,023,566 | 17.81% |
| Marks Wealth, LLC | 9,167 | $460,000 | 17.46% |
| Cornerstone Management, Inc. | 1,274,034 | $63,931,016 | 17.08% |
| Meridian Financial Partners LLC | 256,787 | $12,865 | 13.17% |
| Paradigm, Strategies in Wealth Management, LLC | 391,474 | $19,644,151 | 12.52% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 397,608 | $19,896,305 | 11.88% |
| Smart Portfolios, LLC | 118,624 | $5,952,555 | 10.69% |