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 | $321,821 | +18.7% | 6,413 | +18.6% | 0.04% | +16.2% |
| Q2 2023 | $271,168 | -8.2% | 5,408 | -7.9% | 0.04% | -14.0% |
| Q1 2023 | $295,411 | +35.6% | 5,871 | +35.1% | 0.04% | +26.5% |
| Q4 2022 | $217,811 | -1.9% | 4,345 | -1.8% | 0.03% | -8.1% |
| Q3 2022 | $222,000 | +2.3% | 4,423 | +1.9% | 0.04% | +8.8% |
| Q2 2022 | $217,000 | -0.5% | 4,340 | +0.0% | 0.03% | +25.9% |
| Q1 2022 | $218,000 | -0.5% | 4,339 | 0.0% | 0.03% | +3.8% |
| Q4 2021 | $219,000 | -0.5% | 4,339 | +0.0% | 0.03% | -13.3% |
| Q3 2021 | $220,000 | -18.8% | 4,338 | -18.9% | 0.03% | -18.9% |
| Q2 2021 | $271,000 | +281.7% | 5,349 | +281.5% | 0.04% | +236.4% |
| Q1 2021 | $71,000 | 0.0% | 1,402 | +0.2% | 0.01% | -8.3% |
| Q4 2020 | $71,000 | -1.4% | 1,399 | -2.0% | 0.01% | -7.7% |
| Q3 2020 | $72,000 | +1.4% | 1,427 | +2.6% | 0.01% | -13.3% |
| Q2 2020 | $71,000 | +273.7% | 1,391 | +259.4% | 0.02% | +200.0% |
| Q1 2020 | $19,000 | – | 387 | – | 0.01% | – |
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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% |