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 | $1,229,372 | -7.0% | 24,499 | -7.1% | 0.04% | -4.7% |
| Q2 2023 | $1,322,581 | -5.9% | 26,377 | -5.5% | 0.04% | -8.5% |
| Q1 2023 | $1,404,896 | -3.5% | 27,919 | -3.9% | 0.05% | -25.4% |
| Q4 2022 | $1,456,345 | -9.9% | 29,051 | -9.9% | 0.06% | -14.9% |
| Q3 2022 | $1,617,000 | +48.3% | 32,239 | +48.1% | 0.07% | +48.0% |
| Q2 2022 | $1,090,000 | -30.9% | 21,767 | -30.7% | 0.05% | -20.6% |
| Q1 2022 | $1,578,000 | +3.5% | 31,413 | +4.0% | 0.06% | +10.5% |
| Q4 2021 | $1,525,000 | -27.8% | 30,216 | -27.4% | 0.06% | -32.9% |
| Q3 2021 | $2,112,000 | +250.8% | 41,633 | +251.1% | 0.08% | +240.0% |
| Q2 2021 | $602,000 | +96.7% | 11,859 | +96.9% | 0.02% | +78.6% |
| Q1 2021 | $306,000 | -6.1% | 6,022 | -6.2% | 0.01% | -22.2% |
| Q4 2020 | $326,000 | +143.3% | 6,418 | +143.7% | 0.02% | +125.0% |
| Q3 2020 | $134,000 | +1814.3% | 2,634 | +1588.5% | 0.01% | – |
| Q2 2020 | $7,000 | -83.7% | 156 | -82.4% | 0.00% | -100.0% |
| Q1 2020 | $43,000 | -35.8% | 884 | -33.1% | 0.00% | -40.0% |
| Q4 2019 | $67,000 | -78.0% | 1,322 | -78.1% | 0.01% | -80.8% |
| Q3 2019 | $305,000 | -13.8% | 6,040 | -14.0% | 0.03% | -25.7% |
| Q2 2019 | $354,000 | -62.1% | 7,021 | -62.2% | 0.04% | -66.7% |
| Q1 2019 | $935,000 | -55.1% | 18,590 | -55.2% | 0.10% | -63.8% |
| Q4 2018 | $2,081,000 | +7.8% | 41,513 | +7.8% | 0.29% | +20.8% |
| Q3 2018 | $1,931,000 | +15.3% | 38,514 | +15.2% | 0.24% | 0.0% |
| Q2 2018 | $1,675,000 | – | 33,440 | – | 0.24% | – |
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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% |