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 | $184,386 | -0.1% | 3,674,486 | -0.1% | 0.58% | +2.1% |
| Q2 2023 | $184,485 | -4.6% | 3,679,388 | -4.3% | 0.57% | -8.6% |
| Q1 2023 | $193,462 | -1.0% | 3,844,642 | -1.4% | 0.63% | -6.6% |
| Q4 2022 | $195,464 | -99.9% | 3,899,140 | +5.0% | 0.67% | +0.8% |
| Q3 2022 | $186,051,000 | 0.0% | 3,714,334 | 0.0% | 0.66% | 0.0% |
| Q2 2022 | $186,051,000 | +0.7% | 3,714,334 | +1.0% | 0.66% | +13.1% |
| Q1 2022 | $184,820,000 | +1.6% | 3,676,547 | +2.0% | 0.59% | +3.9% |
| Q4 2021 | $181,898,000 | +0.3% | 3,603,364 | +0.8% | 0.57% | -6.6% |
| Q3 2021 | $181,288,000 | +8.4% | 3,574,296 | +8.5% | 0.61% | +6.5% |
| Q2 2021 | $167,174,000 | -3.5% | 3,294,709 | -3.5% | 0.57% | -12.7% |
| Q1 2021 | $173,252,000 | +7.3% | 3,413,155 | +7.4% | 0.65% | -3.6% |
| Q4 2020 | $161,393,000 | +7.4% | 3,177,653 | +7.4% | 0.68% | -8.4% |
| Q3 2020 | $150,233,000 | +25.7% | 2,957,343 | +25.5% | 0.74% | +16.0% |
| Q2 2020 | $119,503,000 | +68.2% | 2,355,665 | +64.7% | 0.64% | +44.2% |
| Q1 2020 | $71,032,000 | – | 1,430,083 | – | 0.44% | – |
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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% |