J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 927 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,840,462 | +2.4% | 235,960 | +2.4% | 1.49% | +4.1% |
| Q2 2023 | $11,558,223 | +9.2% | 230,519 | +9.6% | 1.43% | +0.1% |
| Q1 2023 | $10,587,479 | +3.2% | 210,403 | +2.8% | 1.43% | -2.0% |
| Q4 2022 | $10,263,867 | -2.9% | 204,745 | -2.9% | 1.46% | -10.3% |
| Q3 2022 | $10,575,000 | +1.9% | 210,816 | +1.7% | 1.63% | +4.0% |
| Q2 2022 | $10,382,000 | -3.1% | 207,262 | -2.8% | 1.56% | +6.5% |
| Q1 2022 | $10,714,000 | +2.1% | 213,126 | +2.5% | 1.47% | +3.5% |
| Q4 2021 | $10,493,000 | +2.3% | 207,869 | +2.8% | 1.42% | -5.2% |
| Q3 2021 | $10,260,000 | +1.3% | 202,282 | +1.3% | 1.50% | -1.4% |
| Q2 2021 | $10,132,000 | +2.7% | 199,715 | +2.7% | 1.52% | -3.4% |
| Q1 2021 | $9,866,000 | +90.4% | 194,387 | +90.5% | 1.57% | +69.7% |
| Q4 2020 | $5,183,000 | +13.1% | 102,042 | +13.1% | 0.93% | 0.0% |
| Q3 2020 | $4,584,000 | -1.0% | 90,252 | -1.1% | 0.93% | -7.5% |
| Q2 2020 | $4,631,000 | – | 91,297 | – | 1.00% | – |
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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% |