J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 778 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $821,596 | -8.9% | 16,373 | -9.1% | 0.09% | -22.5% |
| Q2 2022 | $902,000 | -3.1% | 18,012 | -2.8% | 0.12% | +8.1% |
| Q1 2022 | $931,000 | -0.3% | 18,525 | +0.1% | 0.11% | 0.0% |
| Q4 2021 | $934,000 | +0.8% | 18,502 | +1.2% | 0.11% | -5.9% |
| Q3 2021 | $927,000 | -2.7% | 18,282 | -2.7% | 0.12% | -6.3% |
| Q2 2021 | $953,000 | +177.0% | 18,781 | +176.7% | 0.13% | +147.1% |
| Q1 2021 | $344,000 | +330.0% | 6,787 | +330.1% | 0.05% | +292.3% |
| Q4 2020 | $80,000 | -35.0% | 1,578 | -34.8% | 0.01% | -40.9% |
| Q3 2020 | $123,000 | +186.0% | 2,421 | +184.5% | 0.02% | +175.0% |
| Q2 2020 | $43,000 | – | 851 | – | 0.01% | – |
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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% |