J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 956 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $217,526 | -17.4% | 4,310 | -17.4% | 0.02% | -21.4% |
| Q1 2024 | $263,248 | -35.3% | 5,218 | -35.6% | 0.03% | -41.7% |
| Q4 2023 | $406,763 | +28.5% | 8,098 | +28.4% | 0.05% | +17.1% |
| 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 ↓ |
|---|---|---|---|
| REDW Wealth LLC | 1,132,887 | $57,132,000 | 31.82% |
| Financial Perspectives, Inc | 544,854 | $27,476,975 | 18.75% |
| 3EDGE Asset Management, LP | 3,028,051 | $152,705,000 | 17.49% |
| LAU ASSOCIATES LLC | 679,594 | $34,272,000 | 17.06% |
| Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 1,437,720 | $72,504,000 | 16.71% |
| Paragon Advisors, LLC | 265,495 | $13,398,000 | 14.46% |
| Quaker Wealth Management, LLC | 463,252 | $23,362,000 | 13.89% |
| Cardinal Strategic Wealth Guidance | 259,157 | $13,069,000 | 11.24% |
| Compass Financial Group, Inc. | 227,363 | $11,466,000 | 10.35% |
| Roof Eidam Maycock Peralta, LLC | 528,711 | $26,663,000 | 10.27% |