J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 24 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $574,059 | +0.1% | 11,440 | 0.0% | 0.20% | +4.1% |
| Q2 2023 | $573,602 | +2.3% | 11,440 | +2.7% | 0.20% | -4.9% |
| Q1 2023 | $560,565 | +100359.7% | 11,140 | 0.0% | 0.21% | -4.2% |
| Q4 2022 | $558 | -99.9% | 11,140 | +6.1% | 0.22% | -5.7% |
| Q3 2022 | $527,000 | -6.9% | 10,500 | -7.1% | 0.23% | -2.1% |
| Q2 2022 | $566,000 | -0.4% | 11,300 | 0.0% | 0.23% | +18.3% |
| Q1 2022 | $568,000 | -19.1% | 11,300 | -18.7% | 0.20% | -20.6% |
| Q4 2021 | $702,000 | -3.2% | 13,903 | -2.8% | 0.25% | -14.5% |
| Q3 2021 | $725,000 | -1.1% | 14,302 | -1.0% | 0.29% | -13.2% |
| Q2 2021 | $733,000 | 0.0% | 14,442 | 0.0% | 0.33% | -5.9% |
| Q1 2021 | $733,000 | +142.7% | 14,442 | +143.0% | 0.36% | +90.9% |
| Q4 2020 | $302,000 | +51.0% | 5,942 | +50.7% | 0.19% | +31.9% |
| Q3 2020 | $200,000 | +102.0% | 3,942 | +103.0% | 0.14% | +90.5% |
| Q2 2020 | $99,000 | +59.7% | 1,942 | +56.6% | 0.07% | +39.6% |
| Q1 2020 | $62,000 | -1.6% | 1,240 | 0.0% | 0.05% | +20.5% |
| Q4 2019 | $63,000 | 0.0% | 1,240 | 0.0% | 0.04% | +22.2% |
| Q3 2019 | $63,000 | +1.6% | 1,240 | 0.0% | 0.04% | +2.9% |
| Q2 2019 | $62,000 | 0.0% | 1,240 | 0.0% | 0.04% | -2.8% |
| Q1 2019 | $62,000 | -64.4% | 1,240 | -64.3% | 0.04% | -66.4% |
| Q4 2018 | $174,000 | – | 3,470 | – | 0.11% | – |
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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% |