J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 896 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,332,730 | -50.3% | 46,524 | -50.2% | 1.22% | -19.4% |
| Q1 2023 | $4,696,802 | +119.4% | 93,338 | +118.5% | 1.51% | +4.0% |
| Q4 2022 | $2,141,005 | -15.6% | 42,709 | -15.5% | 1.45% | -31.5% |
| Q3 2022 | $2,536,000 | +1119.2% | 50,568 | +1115.6% | 2.12% | +1381.1% |
| Q2 2022 | $208,000 | -95.2% | 4,160 | -95.2% | 0.14% | -95.0% |
| Q1 2022 | $4,328,000 | -11.7% | 86,090 | -11.3% | 2.84% | +5.8% |
| Q4 2021 | $4,901,000 | +184.1% | 97,090 | +182.2% | 2.69% | +107.9% |
| Q4 2018 | $1,725,000 | – | 34,405 | – | 1.29% | – |
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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% |