J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 927 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $981,323 | +8.8% | 19,537 | +8.7% | 0.09% | -6.3% |
| Q3 2023 | $901,814 | -2.6% | 17,972 | -2.7% | 0.10% | -4.0% |
| Q2 2023 | $925,887 | -17.3% | 18,466 | -17.0% | 0.10% | -22.0% |
| Q1 2023 | $1,119,334 | -11.7% | 22,244 | -12.0% | 0.13% | -11.8% |
| Q4 2022 | $1,267,711 | -2.3% | 25,288 | -2.2% | 0.14% | -21.7% |
| Q3 2022 | $1,297,000 | +17.7% | 25,865 | +17.6% | 0.18% | +23.5% |
| Q2 2022 | $1,102,000 | +299.3% | 22,001 | +300.7% | 0.15% | +351.5% |
| Q1 2022 | $276,000 | – | 5,490 | – | 0.03% | – |
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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% |