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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $20,780,000 | +17.6% | 411,860 | +17.6% | 0.14% | +10.8% |
| Q3 2019 | $17,663,000 | +51.6% | 350,120 | +51.5% | 0.13% | +46.1% |
| Q2 2019 | $11,650,000 | +34.2% | 231,053 | +33.9% | 0.09% | +25.4% |
| Q1 2019 | $8,680,000 | -29.4% | 172,527 | -29.6% | 0.07% | -41.3% |
| Q4 2018 | $12,289,000 | +353.0% | 245,102 | +353.0% | 0.12% | +348.1% |
| Q3 2018 | $2,713,000 | +47.8% | 54,108 | +47.6% | 0.03% | +8.0% |
| Q2 2018 | $1,836,000 | +4.6% | 36,648 | +4.4% | 0.02% | +4.2% |
| Q1 2018 | $1,756,000 | -6.0% | 35,099 | -6.0% | 0.02% | -4.0% |
| Q4 2017 | $1,869,000 | – | 37,331 | – | 0.02% | – |
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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% |