WealthPLAN Partners, LLC - J P MORGAN EXCHANGE-TRADED F ownership

J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 24 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.

Quarter-by-quarter ownership
WealthPLAN Partners, LLC ownership history of J P MORGAN EXCHANGE-TRADED F
ValueSharesWeighting
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$226,0004,4900.04%
Other shareholders
J P MORGAN EXCHANGE-TRADED F shareholders Q4 2023
NameSharesValueWeighting ↓
Sanctuary Wealth Management, L.L.C. 742,470$37,190,00045.59%
ACT Advisors, LLC. 812,844$40,715,00029.85%
FOSTER DYKEMA CABOT & CO INC/MA 3,924,182$196,562,00024.25%
Requisite Capital Management, LLC 1,329,285$66,584,00022.12%
Magnolia Wealth Management, LLC 368,681$18,467,00020.93%
Cornerstone Management, Inc. 1,568,601$78,571,24620.43%
Paradigm Capital Management, LLC/NV 297,420$14,898,00018.72%
Reitz Capital Advisors LLC 384,229$19,246,00017.23%
Smart Portfolios, LLC 162,077$8,127,00016.42%
McCarthy Asset Management, Inc. 397,372$19,904,00016.20%
View complete list of J P MORGAN EXCHANGE-TRADED F shareholders