J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 956 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $83,949,684 | +6.5% | 1,662,041 | +6.4% | 10.39% | -11.9% |
| Q1 2024 | $78,790,750 | +12.0% | 1,561,759 | +11.5% | 11.80% | +10.6% |
| Q4 2023 | $70,367,996 | +15.7% | 1,400,916 | +15.5% | 10.66% | +9.3% |
| Q3 2023 | $60,838,256 | +5.4% | 1,212,400 | +5.3% | 9.76% | -15.7% |
| Q2 2023 | $57,712,268 | +85.5% | 1,151,022 | +86.1% | 11.57% | +70.4% |
| Q1 2023 | $31,116,144 | +20.7% | 618,365 | +20.2% | 6.79% | +8.9% |
| Q4 2022 | $25,779,829 | +13.1% | 514,260 | +13.2% | 6.24% | -1.1% |
| Q3 2022 | $22,795,000 | +1.5% | 454,445 | +1.4% | 6.31% | +35.5% |
| Q2 2022 | $22,460,000 | +4.1% | 448,390 | +4.4% | 4.66% | -11.3% |
| Q1 2022 | $21,585,000 | +1.6% | 429,384 | +2.0% | 5.25% | +12.2% |
| Q4 2021 | $21,244,000 | +6.9% | 420,837 | +7.4% | 4.68% | -14.5% |
| Q3 2021 | $19,865,000 | -2.0% | 391,662 | -2.0% | 5.47% | -15.2% |
| Q2 2021 | $20,274,000 | +1.8% | 399,571 | +1.7% | 6.44% | -36.2% |
| Q1 2021 | $19,919,000 | – | 392,811 | – | 10.10% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| REDW Wealth LLC | 1,132,887 | $57,132,000 | 31.82% |
| Financial Perspectives, Inc | 544,854 | $27,476,975 | 18.75% |
| 3EDGE Asset Management, LP | 3,028,051 | $152,705,000 | 17.49% |
| LAU ASSOCIATES LLC | 679,594 | $34,272,000 | 17.06% |
| Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 1,437,720 | $72,504,000 | 16.71% |
| Paragon Advisors, LLC | 265,495 | $13,398,000 | 14.46% |
| Quaker Wealth Management, LLC | 463,252 | $23,362,000 | 13.89% |
| Cardinal Strategic Wealth Guidance | 259,157 | $13,069,000 | 11.24% |
| Compass Financial Group, Inc. | 227,363 | $11,466,000 | 10.35% |
| Roof Eidam Maycock Peralta, LLC | 528,711 | $26,663,000 | 10.27% |