J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 658 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,216,621 | -21.9% | 163,743 | -21.9% | 0.94% | -20.5% |
| Q2 2023 | $10,514,147 | +1492.3% | 209,696 | +1498.0% | 1.18% | +1308.3% |
| Q1 2023 | $660,310 | +196.1% | 13,122 | +197.9% | 0.08% | +86.7% |
| Q1 2021 | $223,000 | +7.2% | 4,405 | +6.8% | 0.04% | -8.2% |
| Q4 2020 | $208,000 | 0.0% | 4,126 | +0.0% | 0.05% | -14.0% |
| Q3 2020 | $208,000 | -11.1% | 4,125 | -11.1% | 0.06% | -18.6% |
| Q2 2020 | $234,000 | – | 4,638 | – | 0.07% | – |
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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% |