J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 658 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,088,175 | -49.4% | 121,837 | -49.3% | 1.08% | -47.6% |
| Q2 2023 | $12,039,483 | +5.4% | 240,117 | +5.7% | 2.06% | -0.8% |
| Q1 2023 | $11,427,377 | -56.1% | 227,094 | -56.3% | 2.08% | -65.3% |
| Q3 2022 | $26,060,000 | -8.8% | 519,542 | -8.9% | 5.98% | +3.2% |
| Q2 2022 | $28,575,000 | +2.6% | 570,473 | +3.0% | 5.80% | +10.1% |
| Q1 2022 | $27,856,000 | -16.7% | 554,122 | -16.3% | 5.26% | +26.9% |
| Q4 2021 | $33,425,000 | -3.7% | 662,148 | -3.3% | 4.15% | -40.5% |
| Q3 2021 | $34,721,000 | +3.7% | 684,569 | +3.8% | 6.97% | +3.9% |
| Q2 2021 | $33,473,000 | +6.6% | 659,689 | +6.6% | 6.71% | -2.7% |
| Q1 2021 | $31,408,000 | -4.7% | 618,811 | -4.7% | 6.90% | -13.2% |
| Q4 2020 | $32,966,000 | -2.7% | 649,060 | -2.7% | 7.95% | -6.5% |
| Q3 2020 | $33,871,000 | -14.4% | 667,016 | -14.5% | 8.50% | -19.0% |
| Q2 2020 | $39,559,000 | +14.1% | 779,801 | +11.7% | 10.48% | -1.8% |
| Q1 2020 | $34,680,000 | +37.2% | 698,210 | +39.3% | 10.68% | +59.9% |
| Q4 2019 | $25,276,000 | +15.4% | 501,218 | +15.5% | 6.68% | -1.4% |
| Q3 2019 | $21,909,000 | -11.8% | 434,095 | -11.9% | 6.77% | -15.5% |
| Q2 2019 | $24,839,000 | +5.9% | 492,935 | +5.7% | 8.02% | +3.5% |
| Q1 2019 | $23,456,000 | +14.3% | 466,330 | +14.1% | 7.75% | +6.9% |
| Q4 2018 | $20,530,000 | +503.6% | 408,840 | +502.9% | 7.25% | +541.9% |
| Q3 2018 | $3,401,000 | – | 67,812 | – | 1.13% | – |
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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% |