J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 24 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,792,505 | -1.5% | 75,578 | -1.6% | 0.40% | -16.8% |
| Q2 2023 | $3,850,537 | +1.3% | 76,796 | +1.6% | 0.49% | +18.2% |
| Q1 2023 | $3,801,803 | -47.5% | 75,553 | -47.7% | 0.41% | -49.8% |
| Q4 2022 | $7,244,317 | -35.1% | 144,511 | -35.1% | 0.82% | -33.8% |
| Q3 2022 | $11,167,000 | -1.3% | 222,631 | -1.4% | 1.24% | +4.2% |
| Q2 2022 | $11,309,000 | -9.3% | 225,778 | -9.0% | 1.19% | +1.4% |
| Q1 2022 | $12,471,000 | -8.8% | 248,071 | -8.4% | 1.17% | -6.5% |
| Q4 2021 | $13,676,000 | +22.1% | 270,915 | +22.6% | 1.26% | +19.6% |
| Q3 2021 | $11,203,000 | +1.6% | 220,886 | +1.6% | 1.05% | +1.4% |
| Q2 2021 | $11,028,000 | -5.9% | 217,335 | -5.9% | 1.04% | -15.2% |
| Q1 2021 | $11,721,000 | -7.5% | 230,939 | -7.5% | 1.22% | -15.4% |
| Q4 2020 | $12,678,000 | +14.0% | 249,623 | +14.0% | 1.44% | -5.1% |
| Q3 2020 | $11,122,000 | +48.0% | 218,952 | +47.8% | 1.52% | +37.2% |
| Q2 2020 | $7,515,000 | – | 148,140 | – | 1.11% | – |
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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% |