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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $328,755 | -8.2% | 6,545 | -8.3% | 0.03% | -19.0% |
| Q3 2023 | $358,135 | +78.9% | 7,137 | +78.8% | 0.04% | +50.0% |
| Q2 2023 | $200,159 | -44.3% | 3,992 | -44.1% | 0.03% | -31.7% |
| Q1 2023 | $359,134 | -39.8% | 7,137 | -39.9% | 0.04% | -2.4% |
| Q4 2022 | $596,737 | -40.2% | 11,875 | -40.2% | 0.04% | -39.1% |
| Q1 2022 | $998,000 | -57.1% | 19,868 | -56.9% | 0.07% | -54.9% |
| Q4 2021 | $2,329,000 | +0.5% | 46,137 | +0.6% | 0.15% | -0.6% |
| Q3 2021 | $2,318,000 | -10.9% | 45,873 | -10.6% | 0.15% | -15.8% |
| Q2 2021 | $2,603,000 | +369.9% | 51,333 | +370.3% | 0.18% | +325.6% |
| Q1 2021 | $554,000 | +27.1% | 10,916 | +27.2% | 0.04% | +16.2% |
| Q4 2020 | $436,000 | -25.0% | 8,582 | -25.1% | 0.04% | -35.1% |
| Q3 2020 | $581,000 | -6.0% | 11,452 | -5.8% | 0.06% | -10.9% |
| Q2 2020 | $618,000 | +3.9% | 12,157 | +2.9% | 0.06% | -16.9% |
| Q1 2020 | $595,000 | +163.3% | 11,817 | +163.2% | 0.08% | +87.8% |
| Q3 2018 | $226,000 | – | 4,490 | – | 0.04% | – |
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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% |