Tarbox Family Office, Inc. - J P MORGAN EXCHANGE-TRADED F ownership

J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 695 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.3%.

Quarter-by-quarter ownership
Tarbox Family Office, Inc. ownership history of J P MORGAN EXCHANGE-TRADED F
ValueSharesWeighting
Q3 2023$6,904,156
-6.1%
137,588
-6.2%
1.43%0.0%
Q2 2023$7,355,895
+11.7%
146,707
+12.1%
1.43%
+7.4%
Q1 2023$6,587,374
-16.8%
130,910
-17.1%
1.33%
-23.3%
Q4 2022$7,918,378
+3227.0%
157,957
+3229.6%
1.74%
+3000.0%
Q3 2022$238,000
-92.4%
4,744
-92.4%
0.06%
-92.0%
Q2 2022$3,120,000
+524.0%
62,283
+526.7%
0.70%
+594.1%
Q1 2022$500,000
-12.9%
9,938
-12.6%
0.10%
+2.0%
Q4 2021$574,000
+3.2%
11,373
+3.8%
0.10%
-2.9%
Q3 2021$556,000
-54.1%
10,957
-54.1%
0.10%
-52.8%
Q2 2021$1,211,000
-62.0%
23,876
-62.0%
0.22%
-65.6%
Q1 2021$3,189,000
-25.1%
62,830
-25.1%
0.63%
-29.4%
Q4 2020$4,258,000
+9.1%
83,835
+9.1%
0.89%
-6.3%
Q3 2020$3,903,000
+96.6%
76,833
+96.4%
0.95%
+85.2%
Q2 2020$1,985,000
+227.6%
39,123
+220.9%
0.51%
+161.7%
Q1 2020$606,000
-12.6%
12,191
-11.2%
0.20%
+3.7%
Q4 2019$693,000
-78.2%
13,732
-78.2%
0.19%
-80.4%
Q3 2019$3,176,000
-23.2%
62,976
-23.2%
0.97%
-25.3%
Q2 2019$4,134,000
+432.7%
82,046
+432.1%
1.29%
+355.3%
Q1 2019$776,000
+184.2%
15,420
+182.9%
0.28%
+151.3%
Q4 2018$273,0005,4500.11%
Other shareholders
J P MORGAN EXCHANGE-TRADED F shareholders Q3 2021
NameSharesValueWeighting ↓
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 2,063,952$104,828,00026.19%
REDW Wealth LLC 1,319,132$66,999,00024.79%
McCarthy Asset Management, Inc. 400,827$20,358,00016.88%
Frisch Financial Group, Inc. 875,261$44,455,00016.27%
Pachira Investments Inc. 322,598$16,385,00015.67%
Fountainhead AM, LLC 482,212$24,492,00015.25%
Symphony Financial, Ltd. Co. 807,685$41,022,00014.72%
Cardinal Strategic Wealth Guidance 472,836$24,015,00014.26%
Pinion Investment Advisors, LLC 258,666$13,138,00013.82%
Klingman & Associates, LLC 2,097,257$106,520,00012.29%
View complete list of J P MORGAN EXCHANGE-TRADED F shareholders