J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 804 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,298,935 | -5.9% | 45,814 | -5.9% | 0.62% | -1.3% |
| Q2 2023 | $2,442,399 | -9.0% | 48,712 | -8.6% | 0.62% | -9.0% |
| Q1 2023 | $2,682,585 | +0.4% | 53,311 | -0.0% | 0.69% | -4.2% |
| Q4 2022 | $2,672,712 | +4.0% | 53,316 | +4.0% | 0.72% | -2.7% |
| Q3 2022 | $2,571,000 | +16.2% | 51,247 | +16.1% | 0.74% | +21.8% |
| Q2 2022 | $2,212,000 | +141.0% | 44,154 | +141.8% | 0.60% | +176.3% |
| Q1 2022 | $918,000 | +15.6% | 18,262 | +16.1% | 0.22% | +22.3% |
| Q4 2021 | $794,000 | +0.9% | 15,725 | +1.3% | 0.18% | -6.8% |
| Q3 2021 | $787,000 | +31.6% | 15,525 | +31.8% | 0.19% | +32.4% |
| Q2 2021 | $598,000 | -4.0% | 11,782 | -4.0% | 0.14% | -8.8% |
| Q1 2021 | $623,000 | -8.2% | 12,276 | -8.1% | 0.16% | -13.1% |
| Q4 2020 | $679,000 | +41.8% | 13,361 | +41.8% | 0.18% | +29.8% |
| Q3 2020 | $479,000 | -14.5% | 9,425 | -14.6% | 0.14% | -19.4% |
| Q2 2020 | $560,000 | +6.9% | 11,035 | +4.6% | 0.18% | -8.4% |
| Q1 2020 | $524,000 | – | 10,552 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Asset Management Resources, LLC | 963,346 | $48,340,727 | 30.02% |
| McCarthy Asset Management, Inc. | 626,080 | $31,416,687 | 23.05% |
| ACT Advisors, LLC. | 620,671 | $31,145,271 | 19.29% |
| Arcus Capital Partners, LLC | 1,156,309 | $58,023,566 | 17.81% |
| Marks Wealth, LLC | 9,167 | $460,000 | 17.46% |
| Cornerstone Management, Inc. | 1,274,034 | $63,931,016 | 17.08% |
| Meridian Financial Partners LLC | 256,787 | $12,865 | 13.17% |
| Paradigm, Strategies in Wealth Management, LLC | 391,474 | $19,644,151 | 12.52% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 397,608 | $19,896,305 | 11.88% |
| Smart Portfolios, LLC | 118,624 | $5,952,555 | 10.69% |