J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 579 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,221,841 | +24.4% | 64,206 | +24.3% | 0.15% | +27.6% |
| Q2 2023 | $2,589,748 | -10.9% | 51,650 | -10.6% | 0.12% | -7.2% |
| Q1 2023 | $2,905,816 | +48.2% | 57,747 | +47.6% | 0.12% | +33.0% |
| Q4 2022 | $1,961,333 | +21.1% | 39,125 | +21.2% | 0.09% | +2.2% |
| Q3 2022 | $1,620,000 | +31.6% | 32,288 | +31.4% | 0.09% | +24.3% |
| Q2 2022 | $1,231,000 | +4.2% | 24,572 | +4.6% | 0.07% | +2.8% |
| Q1 2022 | $1,181,000 | +24.6% | 23,484 | +25.0% | 0.07% | +26.3% |
| Q4 2021 | $948,000 | -15.2% | 18,786 | -14.8% | 0.06% | -21.9% |
| Q3 2021 | $1,118,000 | -3.0% | 22,047 | -3.0% | 0.07% | -5.2% |
| Q2 2021 | $1,153,000 | +11.7% | 22,727 | +11.8% | 0.08% | +2.7% |
| Q1 2021 | $1,032,000 | +2.2% | 20,328 | +2.2% | 0.08% | -16.7% |
| Q4 2020 | $1,010,000 | +133.8% | 19,891 | +134.1% | 0.09% | +91.5% |
| Q3 2020 | $432,000 | +74.9% | 8,497 | +74.6% | 0.05% | +51.6% |
| Q2 2020 | $247,000 | -19.8% | 4,867 | -21.4% | 0.03% | -31.1% |
| Q1 2020 | $308,000 | +135.1% | 6,193 | +138.0% | 0.04% | +164.7% |
| Q4 2019 | $131,000 | +0.8% | 2,602 | +0.5% | 0.02% | -10.5% |
| Q3 2019 | $130,000 | +3.2% | 2,588 | +3.6% | 0.02% | -5.0% |
| Q2 2019 | $126,000 | +0.8% | 2,497 | +0.3% | 0.02% | -4.8% |
| Q1 2019 | $125,000 | +13.6% | 2,490 | +13.2% | 0.02% | 0.0% |
| Q4 2018 | $110,000 | – | 2,200 | – | 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% |