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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,354,121 | +193.6% | 505,263 | +193.3% | 0.22% | +200.0% |
| Q2 2023 | $8,636,454 | -91.1% | 172,247 | -91.1% | 0.07% | -91.4% |
| Q1 2023 | $97,433,680 | -14.0% | 1,936,281 | -14.3% | 0.85% | -18.9% |
| Q4 2022 | $113,303,974 | +47.4% | 2,260,203 | +47.5% | 1.05% | -31.6% |
| Q3 2022 | $76,882,000 | +1027.6% | 1,532,727 | +1026.1% | 1.54% | +1321.3% |
| Q2 2022 | $6,818,000 | +12.5% | 136,108 | +12.9% | 0.11% | +24.1% |
| Q1 2022 | $6,062,000 | +185.1% | 120,591 | +186.4% | 0.09% | +190.0% |
| Q4 2021 | $2,126,000 | -18.2% | 42,113 | -17.8% | 0.03% | -26.8% |
| Q3 2021 | $2,598,000 | -10.5% | 51,215 | -10.5% | 0.04% | -12.8% |
| Q2 2021 | $2,904,000 | +12.5% | 57,235 | +12.5% | 0.05% | -7.8% |
| Q1 2021 | $2,582,000 | -94.7% | 50,877 | -94.7% | 0.05% | -94.7% |
| Q4 2020 | $48,546,000 | +9494.1% | 955,825 | +9503.4% | 0.96% | +2243.9% |
| Q3 2020 | $506,000 | +34.6% | 9,953 | +34.4% | 0.04% | +17.1% |
| Q2 2020 | $376,000 | +11.2% | 7,408 | +8.9% | 0.04% | -14.6% |
| Q1 2020 | $338,000 | -17.8% | 6,805 | -16.6% | 0.04% | 0.0% |
| Q4 2019 | $411,000 | +92.1% | 8,163 | +92.2% | 0.04% | +57.7% |
| Q3 2019 | $214,000 | – | 4,247 | – | 0.03% | – |
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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% |