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 | $233,990 | -45.8% | 4,663 | -45.2% | 0.21% | -15.3% |
| Q1 2021 | $432,000 | -9.6% | 8,504 | -9.6% | 0.25% | -6.4% |
| Q4 2020 | $478,000 | +8.9% | 9,404 | +8.9% | 0.27% | +6.4% |
| Q3 2020 | $439,000 | +17.7% | 8,639 | +17.5% | 0.25% | -19.9% |
| Q2 2020 | $373,000 | +42.4% | 7,351 | +39.4% | 0.31% | +15.6% |
| Q1 2020 | $262,000 | -13.2% | 5,274 | -11.9% | 0.27% | +29.2% |
| Q4 2019 | $302,000 | -39.0% | 5,986 | -39.1% | 0.21% | -45.1% |
| Q3 2019 | $495,000 | -59.9% | 9,836 | -60.0% | 0.38% | -47.3% |
| Q2 2019 | $1,235,000 | +5.5% | 24,570 | +5.3% | 0.72% | -4.5% |
| Q1 2019 | $1,171,000 | -4.6% | 23,333 | -4.8% | 0.76% | -27.1% |
| Q4 2018 | $1,227,000 | +351.1% | 24,521 | +351.7% | 1.04% | +290.6% |
| Q3 2018 | $272,000 | -1.1% | 5,429 | -1.2% | 0.27% | -15.3% |
| Q2 2018 | $275,000 | -1.1% | 5,497 | -1.0% | 0.31% | -7.6% |
| Q1 2018 | $278,000 | -10.3% | 5,551 | -10.4% | 0.34% | -13.3% |
| Q4 2017 | $310,000 | – | 6,193 | – | 0.39% | – |
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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% |