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 | $70,674,013 | +1.7% | 1,408,410 | +1.6% | 0.42% | +1.0% |
| Q2 2023 | $69,491,348 | -8.3% | 1,385,946 | -8.0% | 0.42% | -14.3% |
| Q1 2023 | $75,817,518 | +41.5% | 1,506,707 | +41.0% | 0.49% | +26.1% |
| Q4 2022 | $53,585,831 | -2.0% | 1,068,937 | -1.9% | 0.39% | -10.6% |
| Q3 2022 | $54,657,000 | +11.6% | 1,089,648 | +11.4% | 0.43% | +10.5% |
| Q2 2022 | $48,979,000 | -30.2% | 977,819 | -30.0% | 0.39% | -18.5% |
| Q1 2022 | $70,173,000 | +9.8% | 1,395,917 | +10.3% | 0.48% | +8.1% |
| Q4 2021 | $63,888,000 | -2.0% | 1,265,610 | -1.5% | 0.44% | -17.1% |
| Q3 2021 | $65,190,000 | +20.0% | 1,285,299 | +20.0% | 0.54% | +13.1% |
| Q2 2021 | $54,333,000 | +47.7% | 1,070,804 | +47.7% | 0.48% | +28.0% |
| Q1 2021 | $36,786,000 | -2.9% | 724,769 | -2.8% | 0.37% | -13.7% |
| Q4 2020 | $37,882,000 | +8.2% | 745,859 | +8.2% | 0.43% | -14.0% |
| Q3 2020 | $35,020,000 | -3.4% | 689,441 | -3.6% | 0.50% | -10.7% |
| Q2 2020 | $36,265,000 | +7.0% | 714,858 | +4.7% | 0.56% | -28.1% |
| Q1 2020 | $33,903,000 | +33.4% | 682,562 | +35.4% | 0.78% | +41.1% |
| Q4 2019 | $25,421,000 | +13.4% | 504,081 | +13.4% | 0.55% | -14.7% |
| Q3 2019 | $22,408,000 | +7.7% | 444,379 | +7.6% | 0.65% | +3.5% |
| Q2 2019 | $20,814,000 | +183.5% | 413,065 | +183.0% | 0.62% | +22.5% |
| Q1 2019 | $7,343,000 | +309.1% | 145,976 | +307.6% | 0.51% | +66.1% |
| Q4 2018 | $1,795,000 | -60.9% | 35,815 | -60.9% | 0.31% | +21.3% |
| Q3 2018 | $4,589,000 | +238.4% | 91,505 | +238.1% | 0.25% | +175.0% |
| Q2 2018 | $1,356,000 | – | 27,066 | – | 0.09% | – |
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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% |