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 | $1,204,320 | +99.9% | 24,000 | +100.0% | 0.79% | +100.5% |
| Q2 2023 | $602,400 | +53.5% | 12,000 | +53.8% | 0.39% | +54.3% |
| Q1 2023 | $392,496 | +547.1% | 7,800 | +544.6% | 0.25% | +504.8% |
| Q4 2022 | $60,657 | -0.6% | 1,210 | -0.4% | 0.04% | -4.5% |
| Q3 2022 | $61,000 | 0.0% | 1,215 | 0.0% | 0.04% | +4.8% |
| Q2 2022 | $61,000 | 0.0% | 1,215 | 0.0% | 0.04% | +13.5% |
| Q1 2022 | $61,000 | -52.0% | 1,215 | -51.7% | 0.04% | -50.0% |
| Q4 2021 | $127,000 | -26.6% | 2,515 | -26.4% | 0.07% | -28.2% |
| Q3 2021 | $173,000 | 0.0% | 3,415 | 0.0% | 0.10% | +2.0% |
| Q2 2021 | $173,000 | -7.0% | 3,415 | -6.8% | 0.10% | -12.2% |
| Q1 2021 | $186,000 | -6.5% | 3,665 | -6.4% | 0.12% | -13.5% |
| Q4 2020 | $199,000 | -43.3% | 3,915 | -43.3% | 0.13% | -47.8% |
| Q3 2020 | $351,000 | +8.0% | 6,904 | +7.7% | 0.26% | +4.1% |
| Q2 2020 | $325,000 | -30.3% | 6,409 | -31.6% | 0.24% | -39.5% |
| Q1 2020 | $466,000 | -65.8% | 9,375 | -65.3% | 0.40% | -57.3% |
| Q4 2019 | $1,361,000 | +96.4% | 26,990 | +96.4% | 0.95% | +85.0% |
| Q3 2019 | $693,000 | +75.0% | 13,740 | +74.7% | 0.51% | +73.9% |
| Q2 2019 | $396,000 | +21.5% | 7,865 | +21.2% | 0.30% | +20.4% |
| Q1 2019 | $326,000 | +68.9% | 6,490 | +68.6% | 0.24% | +53.1% |
| Q4 2018 | $193,000 | +20.6% | 3,850 | +20.3% | 0.16% | +34.5% |
| Q3 2018 | $160,000 | – | 3,200 | – | 0.12% | – |
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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% |