J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 918 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,393,750 | -9.3% | 27,775 | -9.3% | 0.46% | -5.7% |
| Q2 2023 | $1,535,888 | -43.6% | 30,632 | -43.4% | 0.49% | -50.7% |
| Q1 2023 | $2,724,778 | -11.4% | 54,149 | -11.7% | 1.00% | -19.0% |
| Q4 2022 | $3,075,275 | +26.2% | 61,346 | +26.3% | 1.23% | +22.8% |
| Q3 2022 | $2,437,000 | +24.7% | 48,587 | +24.6% | 1.00% | +29.2% |
| Q2 2022 | $1,954,000 | +107.2% | 39,007 | +108.0% | 0.78% | +143.7% |
| Q1 2022 | $943,000 | +12.9% | 18,752 | +13.4% | 0.32% | +16.1% |
| Q4 2021 | $835,000 | -5.6% | 16,540 | -5.3% | 0.27% | -14.6% |
| Q3 2021 | $885,000 | -6.5% | 17,458 | -6.4% | 0.32% | -21.9% |
| Q2 2021 | $947,000 | -69.9% | 18,661 | -69.9% | 0.41% | -70.5% |
| Q1 2021 | $3,146,000 | -85.8% | 61,981 | -85.8% | 1.40% | -87.1% |
| Q4 2020 | $22,214,000 | +220.2% | 437,362 | +220.2% | 10.82% | +164.3% |
| Q3 2020 | $6,938,000 | – | 136,593 | – | 4.09% | – |
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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% |