J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 804 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,290,774 | -3.4% | 45,651 | -3.5% | 0.58% | -1.0% |
| Q2 2023 | $2,371,068 | -38.2% | 47,289 | -38.0% | 0.59% | -42.0% |
| Q1 2023 | $3,836,707 | -39.4% | 76,246 | -39.6% | 1.02% | -43.5% |
| Q4 2022 | $6,328,429 | +1.2% | 126,240 | +1.3% | 1.80% | -5.4% |
| Q3 2022 | $6,252,000 | +7.7% | 124,638 | +7.5% | 1.91% | +12.8% |
| Q2 2022 | $5,805,000 | +10.9% | 115,897 | +11.3% | 1.69% | +21.5% |
| Q1 2022 | $5,235,000 | -6.2% | 104,133 | -5.8% | 1.39% | -4.0% |
| Q4 2021 | $5,582,000 | -0.3% | 110,580 | +0.2% | 1.45% | -8.5% |
| Q3 2021 | $5,598,000 | +19.0% | 110,372 | +19.0% | 1.58% | -0.6% |
| Q2 2021 | $4,706,000 | +29.2% | 92,756 | +29.3% | 1.59% | +17.5% |
| Q1 2021 | $3,642,000 | -4.6% | 71,747 | -4.5% | 1.36% | -9.2% |
| Q4 2020 | $3,817,000 | -1.2% | 75,143 | -1.2% | 1.49% | -14.7% |
| Q3 2020 | $3,863,000 | -2.0% | 76,041 | -2.1% | 1.75% | -4.7% |
| Q2 2020 | $3,941,000 | +13.1% | 77,681 | +10.7% | 1.84% | -5.8% |
| Q1 2020 | $3,486,000 | +183.0% | 70,177 | +187.3% | 1.95% | +239.5% |
| Q4 2019 | $1,232,000 | -27.8% | 24,425 | -27.8% | 0.58% | -36.9% |
| Q3 2019 | $1,707,000 | -9.8% | 33,848 | -9.9% | 0.91% | -9.9% |
| Q2 2019 | $1,892,000 | -0.2% | 37,548 | -0.4% | 1.01% | -4.1% |
| Q1 2019 | $1,896,000 | -5.5% | 37,688 | -5.8% | 1.05% | -16.7% |
| Q4 2018 | $2,007,000 | – | 40,027 | – | 1.26% | – |
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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% |