NewEdge Advisors, LLC - J P MORGAN EXCHANGE-TRADED F ownership

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
NewEdge Advisors, LLC ownership history of J P MORGAN EXCHANGE-TRADED F
ValueSharesWeighting
Q3 2023$10,848,555
+13.3%
216,192
+13.2%
0.12%
+10.2%
Q2 2023$9,579,213
-5.6%
191,050
-5.3%
0.11%
-15.0%
Q1 2023$10,151,806
+373.8%
201,745
+0.2%
0.13%
+119.0%
Q4 2022$2,142,854
-81.8%
201,379
-14.4%
0.06%
-70.1%
Q3 2022$11,800,000
+67.4%
235,253
+67.2%
0.19%
+65.8%
Q2 2022$7,047,000
+23.5%
140,684
+24.0%
0.12%
+27.2%
Q1 2022$5,705,000
+26.5%
113,485
+27.0%
0.09%
+35.3%
Q4 2021$4,509,000
+28.1%
89,329
+28.7%
0.07%
-21.8%
Q3 2021$3,521,000
+132.7%
69,414
+132.8%
0.09%
+117.5%
Q2 2021$1,513,000
-14.6%
29,818
-14.6%
0.04%
-24.5%
Q1 2021$1,772,000
-13.8%
34,911
-13.7%
0.05%
-20.9%
Q4 2020$2,055,000
+28.1%
40,469
+28.2%
0.07%
+19.6%
Q3 2020$1,604,000
+124.3%
31,573
+124.1%
0.06%
+100.0%
Q2 2020$715,000
-39.3%
14,091
-40.6%
0.03%
-50.9%
Q1 2020$1,178,000
-40.0%
23,715
-39.1%
0.06%
-26.9%
Q4 2019$1,963,000
+25.5%
38,927
+25.5%
0.08%
+13.0%
Q3 2019$1,564,000
+0.6%
31,024
+0.5%
0.07%
-27.4%
Q2 2019$1,555,000
+28.2%
30,866
+28.0%
0.10%
+21.8%
Q1 2019$1,213,000
-5.2%
24,118
-5.6%
0.08%
-4.9%
Q4 2018$1,280,000
+235.1%
25,536
+235.6%
0.08%
+182.8%
Q3 2018$382,0007,6090.03%
Other shareholders
J P MORGAN EXCHANGE-TRADED F shareholders Q3 2023
NameSharesValueWeighting ↓
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 2,063,952$104,828,00026.19%
REDW Wealth LLC 1,319,132$66,999,00024.79%
McCarthy Asset Management, Inc. 400,827$20,358,00016.88%
Frisch Financial Group, Inc. 875,261$44,455,00016.27%
Pachira Investments Inc. 322,598$16,385,00015.67%
Fountainhead AM, LLC 482,212$24,492,00015.25%
Symphony Financial, Ltd. Co. 807,685$41,022,00014.72%
Cardinal Strategic Wealth Guidance 472,836$24,015,00014.26%
Pinion Investment Advisors, LLC 258,666$13,138,00013.82%
Klingman & Associates, LLC 2,097,257$106,520,00012.29%
View complete list of J P MORGAN EXCHANGE-TRADED F shareholders