J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 896 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
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 ↓ |
|---|---|---|---|
| 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% |