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 | $11,036,740 | -4.4% | 219,943 | -4.5% | 0.49% | -10.3% |
| Q2 2023 | $11,541,878 | -3.2% | 230,193 | -2.9% | 0.54% | -31.8% |
| Q1 2023 | $11,925,237 | +5.3% | 236,988 | +4.9% | 0.80% | -0.9% |
| Q4 2022 | $11,320,153 | -2.2% | 225,816 | -2.1% | 0.80% | -14.2% |
| Q3 2022 | $11,571,000 | +76.1% | 230,684 | +75.9% | 0.94% | +54.7% |
| Q2 2022 | $6,569,000 | +36.5% | 131,137 | +36.9% | 0.60% | +55.1% |
| Q1 2022 | $4,814,000 | +9.5% | 95,761 | +9.9% | 0.39% | -15.9% |
| Q4 2021 | $4,397,000 | -6.5% | 87,101 | -6.1% | 0.46% | -14.2% |
| Q3 2021 | $4,703,000 | -5.2% | 92,720 | -5.2% | 0.54% | -8.5% |
| Q2 2021 | $4,963,000 | -2.3% | 97,808 | -2.3% | 0.59% | -11.4% |
| Q1 2021 | $5,082,000 | -5.1% | 100,130 | -5.1% | 0.67% | -4.3% |
| Q4 2020 | $5,357,000 | +0.6% | 105,467 | +0.6% | 0.70% | -16.9% |
| Q3 2020 | $5,323,000 | +164.4% | 104,795 | +164.1% | 0.84% | +143.9% |
| Q2 2020 | $2,013,000 | -67.6% | 39,675 | -67.8% | 0.34% | -65.5% |
| Q4 2019 | $6,216,000 | +6.5% | 123,253 | +6.5% | 1.00% | -0.8% |
| Q3 2019 | $5,836,000 | +4.6% | 115,742 | +4.5% | 1.00% | -5.9% |
| Q2 2019 | $5,580,000 | +2.3% | 110,774 | +2.1% | 1.07% | -1.6% |
| Q1 2019 | $5,456,000 | +32.4% | 108,524 | +31.9% | 1.08% | +16.3% |
| Q4 2018 | $4,120,000 | +96.4% | 82,304 | +96.8% | 0.93% | +98.1% |
| Q3 2018 | $2,098,000 | +85.8% | 41,827 | +85.7% | 0.47% | +50.0% |
| Q2 2018 | $1,129,000 | – | 22,530 | – | 0.31% | – |
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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% |