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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $10,552,000 | +1.5% | 207,971 | +1.6% | 2.73% | -9.2% |
| Q1 2021 | $10,394,000 | -12.2% | 204,780 | -12.1% | 3.01% | -13.0% |
| Q4 2020 | $11,837,000 | -5.8% | 233,058 | -5.8% | 3.46% | -26.8% |
| Q3 2020 | $12,569,000 | +3.0% | 247,443 | +3.0% | 4.73% | +0.4% |
| Q2 2020 | $12,205,000 | -1.6% | 240,152 | -2.7% | 4.71% | -15.4% |
| Q1 2020 | $12,409,000 | -10.5% | 246,695 | -10.1% | 5.57% | -0.3% |
| Q4 2019 | $13,862,000 | – | 274,485 | – | 5.58% | – |
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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% |