J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 24 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $316,535 | -21.9% | 6,308 | -21.9% | 0.04% | -32.8% |
| Q4 2022 | $405,050 | +97.6% | 8,080 | +98.0% | 0.06% | +79.4% |
| Q3 2022 | $205,000 | -92.3% | 4,080 | -92.3% | 0.03% | -92.1% |
| Q2 2022 | $2,660,000 | -38.2% | 53,097 | -38.0% | 0.43% | -30.8% |
| Q1 2022 | $4,302,000 | +3.4% | 85,577 | +3.9% | 0.62% | -8.8% |
| Q4 2021 | $4,160,000 | +15.4% | 82,400 | +15.9% | 0.68% | -19.3% |
| Q3 2021 | $3,605,000 | -2.9% | 71,072 | -2.9% | 0.84% | -3.1% |
| Q2 2021 | $3,714,000 | +413.0% | 73,202 | +413.5% | 0.87% | +328.6% |
| Q1 2021 | $724,000 | +29.5% | 14,255 | +29.5% | 0.20% | +19.4% |
| Q4 2020 | $559,000 | +144.1% | 11,005 | +143.7% | 0.17% | +112.5% |
| Q3 2020 | $229,000 | – | 4,515 | – | 0.08% | – |
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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% |