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 ↓ |
|---|---|---|---|
| Sanctuary Wealth Management, L.L.C. | 742,470 | $37,190,000 | 45.59% |
| ACT Advisors, LLC. | 812,844 | $40,715,000 | 29.85% |
| FOSTER DYKEMA CABOT & CO INC/MA | 3,924,182 | $196,562,000 | 24.25% |
| Requisite Capital Management, LLC | 1,329,285 | $66,584,000 | 22.12% |
| Magnolia Wealth Management, LLC | 368,681 | $18,467,000 | 20.93% |
| Cornerstone Management, Inc. | 1,568,601 | $78,571,246 | 20.43% |
| Paradigm Capital Management, LLC/NV | 297,420 | $14,898,000 | 18.72% |
| Reitz Capital Advisors LLC | 384,229 | $19,246,000 | 17.23% |
| Smart Portfolios, LLC | 162,077 | $8,127,000 | 16.42% |
| McCarthy Asset Management, Inc. | 397,372 | $19,904,000 | 16.20% |