J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 456 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $8,365 | -99.8% | 166,868 | +140.3% | 0.82% | +122.4% |
| Q3 2022 | $3,483,000 | +99.5% | 69,446 | +99.2% | 0.37% | +108.4% |
| Q2 2022 | $1,746,000 | -18.5% | 34,855 | -18.2% | 0.18% | +0.6% |
| Q1 2022 | $2,142,000 | -55.0% | 42,611 | -54.9% | 0.18% | -51.9% |
| Q4 2021 | $4,765,000 | +72.7% | 94,402 | +73.6% | 0.37% | +3.1% |
| Q2 2021 | $2,759,000 | +80.7% | 54,383 | +80.7% | 0.36% | +54.5% |
| Q1 2021 | $1,527,000 | -23.7% | 30,093 | -23.6% | 0.23% | -21.4% |
| Q4 2020 | $2,001,000 | +1.0% | 39,413 | +1.0% | 0.29% | -10.1% |
| Q3 2020 | $1,981,000 | -51.4% | 39,005 | -51.7% | 0.33% | -53.1% |
| Q3 2019 | $4,075,000 | -54.5% | 80,807 | -54.5% | 0.70% | -64.5% |
| Q2 2019 | $8,950,000 | +522.0% | 177,607 | +521.0% | 1.96% | +454.2% |
| Q1 2019 | $1,439,000 | -42.3% | 28,600 | -42.5% | 0.35% | -51.8% |
| Q4 2018 | $2,493,000 | +83.0% | 49,737 | +83.1% | 0.73% | +119.8% |
| Q3 2018 | $1,362,000 | – | 27,165 | – | 0.33% | – |
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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% |