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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $88,478 | -80.2% | 1,765 | -80.1% | 0.01% | -82.4% |
| Q3 2022 | $446,000 | -2.2% | 8,880 | -2.4% | 0.07% | +4.6% |
| Q2 2022 | $456,000 | -89.8% | 9,095 | -89.8% | 0.06% | -88.2% |
| Q1 2022 | $4,480,000 | -46.6% | 89,105 | -46.4% | 0.55% | -42.8% |
| Q4 2021 | $8,383,000 | +9.1% | 166,105 | +9.7% | 0.97% | +3.3% |
| Q3 2021 | $7,681,000 | +55.9% | 151,440 | +55.9% | 0.94% | +60.8% |
| Q2 2021 | $4,928,000 | -1.5% | 97,120 | -1.5% | 0.58% | -6.9% |
| Q1 2021 | $5,005,000 | -1.5% | 98,615 | -1.4% | 0.62% | -9.6% |
| Q4 2020 | $5,081,000 | +6.4% | 100,045 | +6.4% | 0.69% | -4.2% |
| Q3 2020 | $4,774,000 | +47.0% | 93,990 | +46.8% | 0.72% | +32.3% |
| Q2 2020 | $3,248,000 | – | 64,030 | – | 0.54% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| REDW Wealth LLC | 1,415,002 | $71,429,000 | 20.75% |
| Aspire Capital Advisors LLC | 113,686 | $5,739,000 | 19.17% |
| MASON STREET ADVISORS, LLC | 493,250 | $24,899,000 | 18.10% |
| SUN LIFE FINANCIAL INC | 9,501,354 | $479,628,000 | 17.80% |
| Cornerstone Management, Inc. | 1,116,747 | $56,373,366 | 15.56% |
| Paradigm Capital Management, LLC/NV | 282,614 | $14,266,000 | 14.18% |
| Pinion Investment Advisors, LLC | 758,594 | $38,376,000 | 14.08% |
| McCarthy Asset Management, Inc. | 382,561 | $19,312,000 | 13.28% |
| TERRIL BROTHERS, INC. | 1,160,010 | $58,557,000 | 12.87% |
| Paradigm, Strategies in Wealth Management, LLC | 247,331 | $12,485,000 | 12.65% |