J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 688 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,168,654 | -4.3% | 83,074 | -4.4% | 0.96% | +2.9% |
| Q2 2023 | $4,358,231 | -1.4% | 86,921 | -1.1% | 0.94% | -6.9% |
| Q1 2023 | $4,420,304 | +9.8% | 87,844 | +9.4% | 1.00% | +17.4% |
| Q4 2022 | $4,024,814 | +1.3% | 80,288 | +1.4% | 0.86% | -19.1% |
| Q3 2022 | $3,972,000 | +0.4% | 79,187 | +0.2% | 1.06% | +7.6% |
| Q2 2022 | $3,956,000 | -1.9% | 79,019 | -1.4% | 0.98% | +16.1% |
| Q1 2022 | $4,031,000 | -4.3% | 80,177 | -3.9% | 0.85% | -2.9% |
| Q4 2021 | $4,213,000 | +19.3% | 83,459 | +19.9% | 0.87% | +6.0% |
| Q3 2021 | $3,531,000 | -4.7% | 69,618 | -4.6% | 0.82% | -3.9% |
| Q2 2021 | $3,704,000 | -1.3% | 72,992 | -1.3% | 0.86% | -8.4% |
| Q1 2021 | $3,754,000 | +2.6% | 73,972 | +2.7% | 0.93% | -11.1% |
| Q4 2020 | $3,659,000 | +577.6% | 72,040 | +577.4% | 1.05% | +473.2% |
| Q3 2020 | $540,000 | +31.7% | 10,634 | +31.6% | 0.18% | +15.8% |
| Q2 2020 | $410,000 | -21.2% | 8,083 | -22.8% | 0.16% | -43.2% |
| Q1 2020 | $520,000 | -3.3% | 10,468 | -1.9% | 0.28% | +22.5% |
| Q4 2019 | $538,000 | -23.1% | 10,675 | -23.1% | 0.23% | -27.7% |
| Q3 2019 | $700,000 | +82.8% | 13,883 | +82.4% | 0.31% | +79.4% |
| Q2 2019 | $383,000 | -80.9% | 7,610 | -80.9% | 0.18% | -81.4% |
| Q1 2019 | $2,005,000 | -1.6% | 39,856 | -1.9% | 0.94% | +4.8% |
| Q4 2018 | $2,037,000 | +104.9% | 40,629 | +104.9% | 0.90% | +103.2% |
| Q3 2018 | $994,000 | – | 19,825 | – | 0.44% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| REDW Wealth LLC | 1,415,002 | $71,429,000 | 20.75% |
| Aspire Capital Advisors LLC | 113,686 | $5,739,000 | 19.17% |
| MASON STREET ADVISORS, LLC | 493,250 | $24,899,000 | 18.10% |
| SUN LIFE FINANCIAL INC | 9,501,354 | $479,628,000 | 17.80% |
| Cornerstone Management, Inc. | 1,116,747 | $56,373,366 | 15.56% |
| Paradigm Capital Management, LLC/NV | 282,614 | $14,266,000 | 14.18% |
| Pinion Investment Advisors, LLC | 758,594 | $38,376,000 | 14.08% |
| McCarthy Asset Management, Inc. | 382,561 | $19,312,000 | 13.28% |
| TERRIL BROTHERS, INC. | 1,160,010 | $58,557,000 | 12.87% |
| Paradigm, Strategies in Wealth Management, LLC | 247,331 | $12,485,000 | 12.65% |