J P MORGAN EXCHANGE-TRADED F's ticker is JMST and the CUSIP is 46641Q654. A total of 7 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $656,197 | -8.1% | 13,007 | -7.7% | 0.01% | -12.5% |
Q2 2023 | $713,796 | -0.6% | 14,093 | -0.3% | 0.02% | -5.9% |
Q1 2023 | $717,793 | -7.1% | 14,133 | -7.5% | 0.02% | -22.7% |
Q4 2022 | $772,292 | -25.6% | 15,282 | -26.0% | 0.02% | -42.1% |
Q3 2022 | $1,038,000 | -9.7% | 20,640 | -9.1% | 0.04% | -22.4% |
Q2 2022 | $1,150,000 | -2.1% | 22,707 | -2.1% | 0.05% | +11.4% |
Q1 2022 | $1,175,000 | -3.3% | 23,204 | -2.5% | 0.04% | +2.3% |
Q4 2021 | $1,215,000 | -4.6% | 23,802 | -4.5% | 0.04% | -14.0% |
Q3 2021 | $1,273,000 | -10.6% | 24,919 | -10.6% | 0.05% | -15.3% |
Q2 2021 | $1,424,000 | -22.3% | 27,888 | -22.4% | 0.06% | -31.4% |
Q1 2021 | $1,833,000 | -24.6% | 35,921 | -24.6% | 0.09% | -32.3% |
Q4 2020 | $2,431,000 | +254.9% | 47,630 | +254.8% | 0.13% | +170.2% |
Q3 2020 | $685,000 | -44.7% | 13,426 | -44.7% | 0.05% | -47.2% |
Q2 2020 | $1,239,000 | +15.7% | 24,297 | +14.4% | 0.09% | -6.3% |
Q1 2020 | $1,071,000 | – | 21,238 | – | 0.10% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Corbenic Partners LLC | 1,007,977 | $51,044,000 | 11.10% |
Auxano Advisors, LLC | 382,697 | $19,380,000 | 8.25% |
CEERA INVESTMENTS, LLC | 246,893 | $12,503,000 | 6.23% |
Bridgewater Advisors Inc. | 466,897 | $23,644,000 | 5.75% |
TMD Wealth Management, LLC | 289,608 | $14,666,000 | 5.64% |
John W. Brooker & Co., CPAs | 143,998 | $7,292,000 | 3.95% |
Slow Capital, Inc. | 410,352 | $20,780,000 | 3.88% |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 1,831,209 | $92,732,000 | 3.31% |
Kathmere Capital Management, LLC | 366,308 | $18,550,000 | 3.16% |
WEATHERLY ASSET MANAGEMENT L. P. | 523,092 | $26,489,000 | 3.10% |