Capital Planning Advisors, LLC - J P MORGAN EXCHANGE-TRADED F ownership

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
Capital Planning Advisors, LLC ownership history of J P MORGAN EXCHANGE-TRADED F
ValueSharesWeighting
Q3 2023$403,196
+0.1%
8,0350.0%0.08%
+2.4%
Q2 2023$402,875
-0.4%
8,0350.0%0.08%
-4.7%
Q1 2023$404,321
-13.8%
8,035
-14.1%
0.09%
-22.5%
Q4 2022$468,966
-17.4%
9,355
-17.4%
0.11%
-27.5%
Q3 2022$568,000
-10.1%
11,331
-10.1%
0.15%
-8.4%
Q2 2022$632,000
+10.9%
12,610
+11.3%
0.17%
+36.9%
Q1 2022$570,000
-12.6%
11,331
-12.2%
0.12%
-1.6%
Q4 2021$652,000
-33.8%
12,908
-33.5%
0.12%
-39.2%
Q3 2021$985,000
+37.2%
19,413
+37.2%
0.20%
+38.8%
Q2 2021$718,000
-17.8%
14,152
-17.7%
0.15%
-25.0%
Q1 2021$873,000
-6.8%
17,202
-6.8%
0.20%
-14.8%
Q4 2020$937,000
-24.9%
18,452
-24.9%
0.23%
-32.7%
Q3 2020$1,248,000
-16.5%
24,574
-16.6%
0.34%
-23.1%
Q2 2020$1,495,000
+0.4%
29,469
-1.7%
0.44%
-20.0%
Q1 2020$1,489,000
-90.7%
29,975
-90.5%
0.56%
-86.7%
Q4 2019$15,939,000
+1.8%
316,066
+1.7%
4.17%
-8.5%
Q3 2019$15,664,000
+7.1%
310,636
+7.1%
4.56%
+6.2%
Q2 2019$14,619,000
+4.2%
290,122
+4.1%
4.29%
+0.3%
Q1 2019$14,024,000
+4.0%
278,813
+3.7%
4.28%
-12.8%
Q4 2018$13,483,000268,9624.91%
Other shareholders
J P MORGAN EXCHANGE-TRADED F shareholders Q4 2020
NameSharesValueWeighting ↓
Sanctuary Wealth Management, L.L.C. 742,470$37,190,00045.59%
ACT Advisors, LLC. 812,844$40,715,00029.85%
FOSTER DYKEMA CABOT & CO INC/MA 3,924,182$196,562,00024.25%
Requisite Capital Management, LLC 1,329,285$66,584,00022.12%
Magnolia Wealth Management, LLC 368,681$18,467,00020.93%
Cornerstone Management, Inc. 1,568,601$78,571,24620.43%
Paradigm Capital Management, LLC/NV 297,420$14,898,00018.72%
Reitz Capital Advisors LLC 384,229$19,246,00017.23%
Smart Portfolios, LLC 162,077$8,127,00016.42%
McCarthy Asset Management, Inc. 397,372$19,904,00016.20%
View complete list of J P MORGAN EXCHANGE-TRADED F shareholders