J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 678 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,180,705 | -4.6% | 202,884 | -4.7% | 4.10% | -1.8% |
| Q2 2023 | $10,672,130 | -1.3% | 212,847 | -1.0% | 4.17% | -6.5% |
| Q1 2023 | $10,816,627 | +0.1% | 214,957 | -0.3% | 4.46% | -6.0% |
| Q4 2022 | $10,807,652 | -1.8% | 215,593 | -1.7% | 4.74% | -11.0% |
| Q3 2022 | $11,005,000 | +2.4% | 219,392 | +2.3% | 5.33% | +6.7% |
| Q2 2022 | $10,747,000 | -10.6% | 214,559 | -10.3% | 4.99% | +3.2% |
| Q1 2022 | $12,019,000 | -1.3% | 239,086 | -0.8% | 4.84% | +0.2% |
| Q4 2021 | $12,172,000 | +0.4% | 241,131 | +0.8% | 4.82% | -10.1% |
| Q3 2021 | $12,127,000 | +1.1% | 239,105 | +1.1% | 5.36% | -0.9% |
| Q2 2021 | $12,000,000 | +0.8% | 236,504 | +0.8% | 5.42% | -5.2% |
| Q1 2021 | $11,908,000 | +1.4% | 234,612 | +1.5% | 5.71% | -6.0% |
| Q4 2020 | $11,740,000 | +6.3% | 231,140 | +6.3% | 6.08% | -2.7% |
| Q3 2020 | $11,040,000 | +0.4% | 217,349 | +0.3% | 6.25% | -15.3% |
| Q2 2020 | $10,992,000 | +2.3% | 216,675 | +0.2% | 7.38% | -14.1% |
| Q1 2020 | $10,740,000 | +1.4% | 216,225 | +3.0% | 8.58% | +36.5% |
| Q4 2019 | $10,592,000 | -1.7% | 210,024 | -1.7% | 6.29% | -4.5% |
| Q3 2019 | $10,777,000 | +2.3% | 213,720 | +2.3% | 6.59% | -7.0% |
| Q2 2019 | $10,531,000 | -2.4% | 208,990 | -2.6% | 7.08% | +3.7% |
| Q1 2019 | $10,795,000 | -6.7% | 214,611 | -7.1% | 6.83% | -11.8% |
| Q4 2018 | $11,576,000 | +114.4% | 230,924 | +114.5% | 7.75% | +122.9% |
| Q3 2018 | $5,398,000 | +23.5% | 107,637 | +23.4% | 3.48% | +23.9% |
| Q2 2018 | $4,372,000 | +9.6% | 87,257 | +9.4% | 2.81% | +7.3% |
| Q1 2018 | $3,990,000 | – | 79,741 | – | 2.62% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| REDW Wealth LLC | 1,415,002 | $71,429,000 | 20.75% |
| Aspire Capital Advisors LLC | 113,686 | $5,739,000 | 19.17% |
| MASON STREET ADVISORS, LLC | 493,250 | $24,899,000 | 18.10% |
| SUN LIFE FINANCIAL INC | 9,501,354 | $479,628,000 | 17.80% |
| Cornerstone Management, Inc. | 1,116,747 | $56,373,366 | 15.56% |
| Paradigm Capital Management, LLC/NV | 282,614 | $14,266,000 | 14.18% |
| Pinion Investment Advisors, LLC | 758,594 | $38,376,000 | 14.08% |
| McCarthy Asset Management, Inc. | 382,561 | $19,312,000 | 13.28% |
| TERRIL BROTHERS, INC. | 1,160,010 | $58,557,000 | 12.87% |
| Paradigm, Strategies in Wealth Management, LLC | 247,331 | $12,485,000 | 12.65% |