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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,399,825 | -7.3% | 27,896 | -7.4% | 0.17% | -2.9% |
| Q2 2023 | $1,509,894 | -2.5% | 30,114 | -2.1% | 0.17% | -6.5% |
| Q1 2023 | $1,548,250 | -11.9% | 30,768 | -12.2% | 0.18% | -16.0% |
| Q4 2022 | $1,757,404 | -2.4% | 35,057 | -2.3% | 0.22% | -11.3% |
| Q3 2022 | $1,800,000 | -4.8% | 35,889 | -4.9% | 0.25% | +2.5% |
| Q2 2022 | $1,890,000 | -37.2% | 37,733 | -37.0% | 0.24% | -35.6% |
| Q1 2022 | $3,009,000 | -1.9% | 59,853 | -1.5% | 0.37% | -2.9% |
| Q4 2021 | $3,068,000 | -19.2% | 60,784 | -18.8% | 0.38% | -27.9% |
| Q3 2021 | $3,798,000 | +14.9% | 74,874 | +14.9% | 0.53% | +13.1% |
| Q2 2021 | $3,306,000 | -15.8% | 65,150 | -15.8% | 0.47% | -21.7% |
| Q1 2021 | $3,926,000 | -7.2% | 77,347 | -7.1% | 0.60% | -8.9% |
| Q4 2020 | $4,230,000 | -5.5% | 83,284 | -5.5% | 0.66% | -16.9% |
| Q3 2020 | $4,478,000 | -22.5% | 88,161 | -22.6% | 0.80% | -29.6% |
| Q2 2020 | $5,776,000 | -71.0% | 113,867 | -71.6% | 1.13% | -77.1% |
| Q1 2020 | $19,911,000 | +350.3% | 400,861 | +357.2% | 4.95% | +488.3% |
| Q4 2019 | $4,422,000 | +29.3% | 87,685 | +29.3% | 0.84% | +16.3% |
| Q3 2019 | $3,420,000 | +39.5% | 67,828 | +39.4% | 0.72% | +31.5% |
| Q2 2019 | $2,452,000 | -37.0% | 48,653 | -37.2% | 0.55% | -40.3% |
| Q1 2019 | $3,894,000 | +81.5% | 77,418 | +80.8% | 0.92% | +70.7% |
| Q4 2018 | $2,146,000 | +115.0% | 42,813 | +115.1% | 0.54% | +122.2% |
| Q3 2018 | $998,000 | – | 19,905 | – | 0.24% | – |
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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% |