J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 918 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,061,760 | +30.9% | 100,872 | +30.7% | 0.33% | +21.9% |
| Q2 2023 | $3,868,308 | +255.6% | 77,150 | +256.9% | 0.27% | +226.2% |
| Q1 2023 | $1,087,878 | +1.1% | 21,619 | +0.8% | 0.08% | -6.7% |
| Q4 2022 | $1,075,656 | -0.5% | 21,457 | -0.5% | 0.09% | -21.1% |
| Q3 2022 | $1,081,000 | -34.4% | 21,558 | -34.5% | 0.11% | -23.5% |
| Q2 2022 | $1,648,000 | -1.9% | 32,907 | -1.5% | 0.15% | +9.6% |
| Q1 2022 | $1,680,000 | -32.1% | 33,422 | -31.8% | 0.14% | -23.6% |
| Q4 2021 | $2,475,000 | +128.5% | 49,029 | +129.6% | 0.18% | +91.4% |
| Q3 2021 | $1,083,000 | +10.4% | 21,355 | +10.4% | 0.09% | +6.9% |
| Q2 2021 | $981,000 | +5.7% | 19,341 | +5.8% | 0.09% | -12.1% |
| Q1 2021 | $928,000 | +48.2% | 18,283 | +48.4% | 0.10% | +15.1% |
| Q4 2020 | $626,000 | +15.1% | 12,318 | +14.9% | 0.09% | -35.3% |
| Q3 2020 | $544,000 | +33.7% | 10,718 | +33.6% | 0.13% | +6.4% |
| Q2 2020 | $407,000 | +2.3% | 8,025 | +0.2% | 0.12% | -55.7% |
| Q1 2020 | $398,000 | – | 8,007 | – | 0.28% | – |
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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% |