J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 24 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,870,513 | +2.0% | 116,989 | +1.9% | 1.18% | +7.6% |
| Q2 2023 | $5,757,764 | -0.1% | 114,857 | +0.2% | 1.09% | -9.1% |
| Q1 2023 | $5,762,557 | +7.5% | 114,632 | +7.2% | 1.20% | -2.5% |
| Q4 2022 | $5,358,589 | +412.3% | 106,894 | +412.6% | 1.23% | +356.3% |
| Q3 2022 | $1,046,000 | -0.7% | 20,852 | -0.8% | 0.27% | +1.9% |
| Q2 2022 | $1,053,000 | -0.2% | 21,024 | +0.0% | 0.26% | +12.8% |
| Q1 2022 | $1,055,000 | +101.3% | 21,014 | +102.6% | 0.24% | +95.8% |
| Q4 2021 | $524,000 | -4.7% | 10,371 | -4.3% | 0.12% | -7.7% |
| Q3 2021 | $550,000 | -8.8% | 10,837 | -8.9% | 0.13% | -13.9% |
| Q2 2021 | $603,000 | – | 11,890 | – | 0.15% | – |
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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% |