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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $40,200,838 | +0.5% | 801,133 | +0.5% | 4.02% | +1.5% |
| Q2 2023 | $39,985,310 | -0.2% | 797,473 | +0.1% | 3.97% | -4.9% |
| Q1 2023 | $40,083,257 | +1.3% | 796,567 | +0.9% | 4.17% | -6.9% |
| Q4 2022 | $39,565,366 | -15.4% | 789,255 | -15.4% | 4.48% | -27.5% |
| Q3 2022 | $46,790,000 | +52.8% | 932,809 | +52.6% | 6.19% | +50.4% |
| Q2 2022 | $30,625,000 | -9.9% | 611,391 | -9.5% | 4.11% | 0.0% |
| Q1 2022 | $33,976,000 | -6.8% | 675,874 | -6.4% | 4.11% | -5.5% |
| Q4 2021 | $36,468,000 | +4.5% | 722,432 | +5.0% | 4.35% | -10.6% |
| Q3 2021 | $34,900,000 | +2.5% | 688,083 | +2.6% | 4.87% | -1.4% |
| Q2 2021 | $34,044,000 | -17.7% | 670,954 | -17.7% | 4.94% | -26.4% |
| Q1 2021 | $41,362,000 | +19.6% | 814,935 | +19.7% | 6.71% | +4.5% |
| Q4 2020 | $34,577,000 | +15.9% | 680,793 | +15.9% | 6.42% | -1.2% |
| Q3 2020 | $29,827,000 | -14.8% | 587,213 | -14.9% | 6.50% | -16.1% |
| Q2 2020 | $34,995,000 | -37.0% | 689,835 | -38.4% | 7.74% | -16.8% |
| Q1 2020 | $55,583,000 | -16.6% | 1,119,010 | -15.4% | 9.30% | +15.8% |
| Q4 2019 | $66,612,000 | +49.6% | 1,322,958 | +49.8% | 8.03% | +17.3% |
| Q3 2019 | $44,518,000 | +0.0% | 883,199 | -0.0% | 6.85% | -2.7% |
| Q2 2019 | $44,502,000 | -1.3% | 883,518 | -1.4% | 7.04% | -11.1% |
| Q1 2019 | $45,076,000 | +421.7% | 896,408 | +419.2% | 7.92% | +243.9% |
| Q4 2018 | $8,640,000 | – | 172,664 | – | 2.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 2,063,952 | $104,828,000 | 26.19% |
| REDW Wealth LLC | 1,319,132 | $66,999,000 | 24.79% |
| McCarthy Asset Management, Inc. | 400,827 | $20,358,000 | 16.88% |
| Frisch Financial Group, Inc. | 875,261 | $44,455,000 | 16.27% |
| Pachira Investments Inc. | 322,598 | $16,385,000 | 15.67% |
| Fountainhead AM, LLC | 482,212 | $24,492,000 | 15.25% |
| Symphony Financial, Ltd. Co. | 807,685 | $41,022,000 | 14.72% |
| Cardinal Strategic Wealth Guidance | 472,836 | $24,015,000 | 14.26% |
| Pinion Investment Advisors, LLC | 258,666 | $13,138,000 | 13.82% |
| Klingman & Associates, LLC | 2,097,257 | $106,520,000 | 12.29% |