J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 678 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,189,768 | -8.7% | 23,710 | -8.8% | 0.26% | +8.8% |
| Q2 2023 | $1,303,139 | -7.3% | 25,990 | -6.9% | 0.24% | -25.2% |
| Q1 2023 | $1,405,438 | -4.2% | 27,930 | -4.6% | 0.32% | -37.9% |
| Q4 2022 | $1,467,305 | -3.3% | 29,270 | -3.3% | 0.51% | +60.0% |
| Q3 2022 | $1,518,000 | -8.3% | 30,270 | -8.5% | 0.32% | -19.0% |
| Q2 2022 | $1,656,000 | -0.4% | 33,070 | 0.0% | 0.40% | +43.1% |
| Q1 2022 | $1,662,000 | -2.5% | 33,070 | -1.5% | 0.28% | -23.8% |
| Q4 2021 | $1,704,000 | 0.0% | 33,590 | 0.0% | 0.36% | 0.0% |
| Q3 2021 | $1,704,000 | 0.0% | 33,590 | 0.0% | 0.36% | +58.1% |
| Q2 2021 | $1,704,000 | -6.2% | 33,590 | -6.1% | 0.23% | -11.9% |
| Q1 2021 | $1,817,000 | +88.9% | 35,790 | +87.7% | 0.26% | -43.6% |
| Q4 2020 | $962,000 | -11.3% | 19,070 | -10.8% | 0.46% | +11.6% |
| Q3 2020 | $1,085,000 | +11.6% | 21,370 | +11.5% | 0.41% | -10.2% |
| Q2 2020 | $972,000 | -8.0% | 19,170 | -9.9% | 0.46% | -42.9% |
| Q1 2020 | $1,056,000 | +9.9% | 21,270 | +11.5% | 0.81% | -9.8% |
| Q4 2019 | $961,000 | – | 19,070 | – | 0.89% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Asset Management Resources, LLC | 963,346 | $48,340,727 | 30.02% |
| McCarthy Asset Management, Inc. | 626,080 | $31,416,687 | 23.05% |
| ACT Advisors, LLC. | 620,671 | $31,145,271 | 19.29% |
| Arcus Capital Partners, LLC | 1,156,309 | $58,023,566 | 17.81% |
| Marks Wealth, LLC | 9,167 | $460,000 | 17.46% |
| Cornerstone Management, Inc. | 1,274,034 | $63,931,016 | 17.08% |
| Meridian Financial Partners LLC | 256,787 | $12,865 | 13.17% |
| Paradigm, Strategies in Wealth Management, LLC | 391,474 | $19,644,151 | 12.52% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 397,608 | $19,896,305 | 11.88% |
| Smart Portfolios, LLC | 118,624 | $5,952,555 | 10.69% |