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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $797,661 | -5.7% | 15,896 | -5.8% | 0.46% | -15.3% |
| Q2 2023 | $846,263 | -0.4% | 16,878 | 0.0% | 0.54% | -17.4% |
| Q1 2023 | $849,301 | +0.4% | 16,878 | 0.0% | 0.66% | -19.8% |
| Q4 2022 | $846,094 | +3.1% | 16,878 | +3.1% | 0.82% | -7.4% |
| Q3 2022 | $821,000 | -5.3% | 16,364 | -5.5% | 0.88% | +3.3% |
| Q2 2022 | $867,000 | -0.3% | 17,315 | 0.0% | 0.86% | +22.0% |
| Q1 2022 | $870,000 | -0.1% | 17,315 | +0.3% | 0.70% | +22.8% |
| Q4 2021 | $871,000 | -1.1% | 17,264 | -0.6% | 0.57% | -0.9% |
| Q3 2021 | $881,000 | +16.4% | 17,363 | +16.4% | 0.58% | +21.0% |
| Q2 2021 | $757,000 | -0.8% | 14,920 | -0.7% | 0.48% | -7.9% |
| Q1 2021 | $763,000 | -39.4% | 15,025 | -39.4% | 0.52% | -41.2% |
| Q4 2020 | $1,260,000 | -43.7% | 24,814 | -43.7% | 0.88% | -49.5% |
| Q3 2020 | $2,239,000 | +88.3% | 44,087 | +88.0% | 1.74% | +67.5% |
| Q2 2020 | $1,189,000 | -7.9% | 23,446 | -9.8% | 1.04% | -23.3% |
| Q1 2020 | $1,291,000 | -72.6% | 25,985 | -72.2% | 1.36% | -58.0% |
| Q4 2019 | $4,708,000 | – | 93,351 | – | 3.22% | – |
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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% |