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 | $91,693,610 | -38.5% | 1,827,294 | -38.5% | 2.01% | -25.2% |
| Q2 2023 | $149,040,484 | -53.2% | 2,972,487 | -53.1% | 2.69% | -39.5% |
| Q1 2023 | $318,793,697 | -15.1% | 6,335,328 | -15.4% | 4.46% | -12.1% |
| Q4 2022 | $375,324,413 | -0.2% | 7,487,022 | -0.2% | 5.07% | -7.8% |
| Q3 2022 | $376,228,000 | +2.4% | 7,500,550 | +2.2% | 5.49% | -2.8% |
| Q2 2022 | $367,465,000 | -7.5% | 7,336,100 | -7.2% | 5.65% | +6.2% |
| Q1 2022 | $397,446,000 | -1.7% | 7,906,237 | -0.9% | 5.32% | +2.4% |
| Q3 2021 | $404,514,000 | -1.2% | 7,975,451 | -1.2% | 5.20% | +0.1% |
| Q2 2021 | $409,545,000 | +8.3% | 8,071,447 | +8.3% | 5.19% | -1.4% |
| Q1 2021 | $378,101,000 | +33.6% | 7,449,549 | +33.7% | 5.27% | +26.8% |
| Q4 2020 | $283,058,000 | +19.4% | 5,573,123 | +19.4% | 4.15% | +6.2% |
| Q3 2020 | $237,111,000 | +10.6% | 4,668,007 | +10.5% | 3.91% | -1.9% |
| Q2 2020 | $214,389,000 | – | 4,226,086 | – | 3.98% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| REDW Wealth LLC | 1,415,002 | $71,429,000 | 20.75% |
| Aspire Capital Advisors LLC | 113,686 | $5,739,000 | 19.17% |
| MASON STREET ADVISORS, LLC | 493,250 | $24,899,000 | 18.10% |
| SUN LIFE FINANCIAL INC | 9,501,354 | $479,628,000 | 17.80% |
| Cornerstone Management, Inc. | 1,116,747 | $56,373,366 | 15.56% |
| Paradigm Capital Management, LLC/NV | 282,614 | $14,266,000 | 14.18% |
| Pinion Investment Advisors, LLC | 758,594 | $38,376,000 | 14.08% |
| McCarthy Asset Management, Inc. | 382,561 | $19,312,000 | 13.28% |
| TERRIL BROTHERS, INC. | 1,160,010 | $58,557,000 | 12.87% |
| Paradigm, Strategies in Wealth Management, LLC | 247,331 | $12,485,000 | 12.65% |