J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 896 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,162,721 | +113892.3% | 23,171 | +13.9% | 0.20% | +123.3% |
Q2 2023 | $1,020 | +8.7% | 20,343 | +9.1% | 0.09% | +18.4% |
Q1 2023 | $938 | -99.9% | 18,638 | +32.6% | 0.08% | +10.1% |
Q3 2022 | $705,000 | +27.9% | 14,056 | +27.7% | 0.07% | +23.2% |
Q2 2022 | $551,000 | +4.0% | 11,004 | +4.3% | 0.06% | +27.3% |
Q1 2022 | $530,000 | -5.5% | 10,547 | -5.1% | 0.04% | -8.3% |
Q4 2021 | $561,000 | – | 11,109 | – | 0.05% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 2,063,952 | $104,828,000 | 26.19% |
REDW Wealth LLC | 1,319,132 | $66,999,000 | 24.79% |
McCarthy Asset Management, Inc. | 400,827 | $20,358,000 | 16.88% |
Frisch Financial Group, Inc. | 875,261 | $44,455,000 | 16.27% |
Pachira Investments Inc. | 322,598 | $16,385,000 | 15.67% |
Fountainhead AM, LLC | 482,212 | $24,492,000 | 15.25% |
Symphony Financial, Ltd. Co. | 807,685 | $41,022,000 | 14.72% |
Cardinal Strategic Wealth Guidance | 472,836 | $24,015,000 | 14.26% |
Pinion Investment Advisors, LLC | 258,666 | $13,138,000 | 13.82% |
Klingman & Associates, LLC | 2,097,257 | $106,520,000 | 12.29% |