J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 935 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $402,443 | +0.1% | 8,020 | 0.0% | 0.22% | +4.3% |
| Q2 2023 | $402,123 | -9.5% | 8,020 | -9.2% | 0.21% | -13.4% |
| Q1 2023 | $444,326 | +0.4% | 8,830 | 0.0% | 0.24% | -5.2% |
| Q4 2022 | $442,648 | -2.5% | 8,830 | -2.4% | 0.25% | -11.0% |
| Q3 2022 | $454,000 | -6.0% | 9,050 | -6.2% | 0.28% | -1.7% |
| Q2 2022 | $483,000 | -27.8% | 9,650 | -27.4% | 0.29% | -11.9% |
| Q1 2022 | $669,000 | +2.3% | 13,300 | +2.7% | 0.33% | -13.3% |
| Q4 2021 | $654,000 | -0.5% | 12,950 | 0.0% | 0.38% | -8.3% |
| Q3 2021 | $657,000 | 0.0% | 12,950 | 0.0% | 0.41% | -0.5% |
| Q2 2021 | $657,000 | -25.0% | 12,950 | -24.9% | 0.41% | -27.8% |
| Q1 2021 | $876,000 | -7.7% | 17,250 | -7.7% | 0.57% | -14.0% |
| Q4 2020 | $949,000 | -0.8% | 18,690 | -0.8% | 0.66% | -11.2% |
| Q3 2020 | $957,000 | +1.2% | 18,840 | +1.0% | 0.75% | -10.1% |
| Q2 2020 | $946,000 | +3.4% | 18,650 | +2.8% | 0.83% | +5.2% |
| Q4 2019 | $915,000 | +170.7% | 18,150 | +170.9% | 0.79% | +153.8% |
| Q3 2019 | $338,000 | – | 6,700 | – | 0.31% | – |
Download | ||||||
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% |