J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 658 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,510,601 | -32.8% | 30,128 | -32.6% | 0.25% | -40.1% |
| Q1 2023 | $2,248,474 | +28.5% | 44,683 | +28.0% | 0.42% | +16.3% |
| Q4 2022 | $1,750,455 | +9.3% | 34,918 | +9.4% | 0.36% | +13.1% |
| Q3 2022 | $1,601,000 | -11.6% | 31,922 | -11.8% | 0.32% | -6.4% |
| Q2 2022 | $1,812,000 | +31.0% | 36,181 | +31.5% | 0.34% | +54.8% |
| Q1 2022 | $1,383,000 | -1.9% | 27,523 | -1.5% | 0.22% | +6.8% |
| Q4 2021 | $1,410,000 | +2.0% | 27,940 | +2.5% | 0.21% | -3.3% |
| Q3 2021 | $1,382,000 | -48.5% | 27,259 | -48.4% | 0.21% | -49.9% |
| Q2 2021 | $2,682,000 | -5.5% | 52,852 | -5.4% | 0.43% | -18.0% |
| Q1 2021 | $2,837,000 | +20.9% | 55,892 | +21.0% | 0.52% | +7.4% |
| Q4 2020 | $2,347,000 | +4.0% | 46,206 | +4.0% | 0.48% | -69.0% |
| Q3 2020 | $2,257,000 | -48.4% | 44,438 | -48.5% | 1.56% | +37.5% |
| Q2 2020 | $4,377,000 | -2.0% | 86,285 | -4.0% | 1.14% | -18.7% |
| Q1 2020 | $4,466,000 | +34.0% | 89,923 | +36.1% | 1.40% | +17.3% |
| Q4 2019 | $3,332,000 | 0.0% | 66,077 | 0.0% | 1.19% | +0.1% |
| Q3 2019 | $3,332,000 | +37.9% | 66,077 | +37.7% | 1.19% | +29.6% |
| Q2 2019 | $2,417,000 | +13.0% | 47,973 | +13.0% | 0.92% | +6.4% |
| Q1 2019 | $2,138,000 | +278.4% | 42,449 | +275.9% | 0.86% | +200.7% |
| Q4 2018 | $565,000 | +82.3% | 11,292 | +82.6% | 0.29% | +100.7% |
| Q3 2018 | $310,000 | – | 6,185 | – | 0.14% | – |
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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% |