J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 941 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $261,452 | +10.6% | 5,180,348 | +10.5% | 0.68% | +6.8% |
| Q1 2024 | $236,472 | +31.9% | 4,687,250 | +31.4% | 0.63% | +22.9% |
| Q4 2023 | $179,245 | -2.8% | 3,568,494 | -2.9% | 0.52% | -11.6% |
| 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 ↓ |
|---|---|---|---|
| REDW Wealth LLC | 1,132,887 | $57,132,000 | 31.82% |
| Financial Perspectives, Inc | 544,854 | $27,476,975 | 18.75% |
| 3EDGE Asset Management, LP | 3,028,051 | $152,705,000 | 17.49% |
| LAU ASSOCIATES LLC | 679,594 | $34,272,000 | 17.06% |
| Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 1,437,720 | $72,504,000 | 16.71% |
| Paragon Advisors, LLC | 265,495 | $13,398,000 | 14.46% |
| Quaker Wealth Management, LLC | 463,252 | $23,362,000 | 13.89% |
| Cardinal Strategic Wealth Guidance | 259,157 | $13,069,000 | 11.24% |
| Compass Financial Group, Inc. | 227,363 | $11,466,000 | 10.35% |
| Roof Eidam Maycock Peralta, LLC | 528,711 | $26,663,000 | 10.27% |