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 | $14,700 | +3.6% | 292,939 | +3.6% | 2.34% | +7.2% |
| Q2 2023 | $14,183 | -26.9% | 282,865 | -26.7% | 2.18% | -33.8% |
| Q1 2023 | $19,414 | -99.9% | 385,803 | -10.9% | 3.30% | -16.0% |
| Q4 2022 | $21,763,700 | -9.2% | 432,936 | -9.4% | 3.92% | -13.4% |
| Q3 2022 | $23,971,000 | -22.3% | 477,886 | -22.4% | 4.53% | -11.8% |
| Q2 2022 | $30,855,000 | -14.8% | 615,990 | -14.5% | 5.14% | +1.2% |
| Q1 2022 | $36,213,000 | -6.5% | 720,378 | -6.1% | 5.07% | -2.8% |
| Q4 2021 | $38,735,000 | -10.0% | 766,973 | -9.6% | 5.22% | -18.8% |
| Q3 2021 | $43,041,000 | +4.1% | 848,595 | +4.1% | 6.42% | +3.4% |
| Q2 2021 | $41,358,000 | +2.6% | 815,103 | +2.7% | 6.21% | -6.7% |
| Q1 2021 | $40,292,000 | +49.4% | 793,858 | +49.6% | 6.66% | +37.8% |
| Q4 2020 | $26,966,000 | +18.7% | 530,529 | +18.6% | 4.83% | +0.1% |
| Q3 2020 | $22,722,000 | +23.7% | 447,335 | +23.5% | 4.82% | +15.1% |
| Q2 2020 | $18,370,000 | +38.1% | 362,120 | +35.2% | 4.19% | +18.5% |
| Q1 2020 | $13,303,000 | -9.7% | 267,827 | -8.1% | 3.54% | +12.9% |
| Q4 2019 | $14,725,000 | +3.8% | 291,352 | +3.8% | 3.13% | -4.7% |
| Q3 2019 | $14,190,000 | +40.1% | 280,807 | +40.0% | 3.29% | +32.3% |
| Q2 2019 | $10,127,000 | -7.8% | 200,512 | -8.0% | 2.48% | -21.3% |
| Q1 2019 | $10,984,000 | -1.8% | 217,880 | -2.2% | 3.16% | -14.1% |
| Q4 2018 | $11,190,000 | +385.7% | 222,740 | +385.8% | 3.67% | +441.1% |
| Q3 2018 | $2,304,000 | – | 45,850 | – | 0.68% | – |
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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% |