J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 918 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $161,688,346 | +48.5% | 3,222,167 | +48.4% | 0.53% | -54.7% |
| Q2 2023 | $108,891,335 | -7.9% | 2,171,746 | -7.6% | 1.17% | -14.8% |
| Q1 2023 | $118,290,999 | -40.0% | 2,350,775 | -40.0% | 1.38% | -45.7% |
| Q4 2022 | $197,208,297 | -2.7% | 3,917,527 | -3.2% | 2.54% | -12.5% |
| Q3 2022 | $202,652,000 | +7.1% | 4,047,378 | +7.1% | 2.90% | +9.9% |
| Q2 2022 | $189,132,000 | +29.5% | 3,779,604 | +30.0% | 2.64% | +33.9% |
| Q1 2022 | $146,072,000 | +3.6% | 2,906,959 | +3.9% | 1.97% | -2.6% |
| Q4 2021 | $141,025,000 | +7.5% | 2,797,005 | +8.0% | 2.02% | +4.7% |
| Q3 2021 | $131,138,000 | +709.7% | 2,590,125 | +711.0% | 1.93% | +640.6% |
| Q2 2021 | $16,196,000 | +4.5% | 319,361 | +4.5% | 0.26% | -7.1% |
| Q1 2021 | $15,496,000 | – | 305,514 | – | 0.28% | – |
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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% |