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
| 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 ↓ |
|---|---|---|---|
| Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 2,063,952 | $104,828,000 | 26.19% |
| REDW Wealth LLC | 1,319,132 | $66,999,000 | 24.79% |
| McCarthy Asset Management, Inc. | 400,827 | $20,358,000 | 16.88% |
| Frisch Financial Group, Inc. | 875,261 | $44,455,000 | 16.27% |
| Pachira Investments Inc. | 322,598 | $16,385,000 | 15.67% |
| Fountainhead AM, LLC | 482,212 | $24,492,000 | 15.25% |
| Symphony Financial, Ltd. Co. | 807,685 | $41,022,000 | 14.72% |
| Cardinal Strategic Wealth Guidance | 472,836 | $24,015,000 | 14.26% |
| Pinion Investment Advisors, LLC | 258,666 | $13,138,000 | 13.82% |
| Klingman & Associates, LLC | 2,097,257 | $106,520,000 | 12.29% |