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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,792,497 | -10.1% | 155,291 | -10.2% | 2.40% | -7.5% |
| Q2 2023 | $8,671,312 | +1.3% | 172,942 | +1.6% | 2.60% | -4.7% |
| Q1 2023 | $8,561,747 | -17.8% | 170,146 | -18.1% | 2.72% | -24.3% |
| Q4 2022 | $10,414,407 | -38.8% | 207,748 | -38.7% | 3.60% | -45.0% |
| Q3 2022 | $17,012,000 | -47.8% | 339,162 | -47.9% | 6.54% | -45.3% |
| Q2 2022 | $32,599,000 | -53.3% | 650,811 | -53.2% | 11.96% | -42.4% |
| Q1 2022 | $69,858,000 | -2.2% | 1,389,664 | -1.8% | 20.74% | -0.0% |
| Q4 2021 | $71,429,000 | +0.8% | 1,415,002 | +1.3% | 20.75% | -7.9% |
| Q3 2021 | $70,855,000 | +1.2% | 1,396,978 | +1.3% | 22.54% | +1.8% |
| Q2 2021 | $69,987,000 | -3.7% | 1,379,318 | -3.7% | 22.13% | -9.4% |
| Q1 2021 | $72,709,000 | +8.5% | 1,432,552 | +8.6% | 24.41% | -1.5% |
| Q4 2020 | $66,999,000 | +1.9% | 1,319,132 | +1.9% | 24.79% | -10.4% |
| Q3 2020 | $65,769,000 | +7.7% | 1,294,793 | +7.6% | 27.66% | -8.5% |
| Q2 2020 | $61,056,000 | +4.1% | 1,203,545 | +1.9% | 30.24% | -17.9% |
| Q1 2020 | $58,640,000 | +2.6% | 1,180,591 | +4.2% | 36.83% | +15.7% |
| Q4 2019 | $57,132,000 | +8.1% | 1,132,887 | +8.0% | 31.82% | +2.4% |
| Q3 2019 | $52,873,000 | +3.2% | 1,048,541 | +3.1% | 31.08% | +1.5% |
| Q2 2019 | $51,225,000 | +2.2% | 1,016,572 | +2.0% | 30.64% | -0.4% |
| Q1 2019 | $50,113,000 | +5.1% | 996,268 | +4.7% | 30.75% | -6.3% |
| Q4 2018 | $47,690,000 | +35.5% | 951,345 | +35.5% | 32.82% | +40.7% |
| Q3 2018 | $35,200,000 | – | 701,892 | – | 23.33% | – |
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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% |