J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 935 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $319,456 | -2.0% | 6,366 | -2.0% | 0.05% | -4.0% |
| Q2 2023 | $325,899 | -4.3% | 6,499 | -4.0% | 0.05% | -12.3% |
| Q1 2023 | $340,670 | -3.5% | 6,770 | -3.8% | 0.06% | -9.5% |
| Q4 2022 | $352,939 | -2.2% | 7,040 | -2.3% | 0.06% | -13.7% |
| Q3 2022 | $361,000 | -33.5% | 7,204 | -33.5% | 0.07% | -29.1% |
| Q2 2022 | $543,000 | -11.1% | 10,839 | -10.8% | 0.10% | +2.0% |
| Q1 2022 | $611,000 | -24.1% | 12,158 | -23.8% | 0.10% | -20.5% |
| Q4 2021 | $805,000 | -21.5% | 15,952 | -21.1% | 0.13% | -28.7% |
| Q3 2021 | $1,026,000 | +18.9% | 20,221 | +18.9% | 0.18% | -25.2% |
| Q2 2021 | $863,000 | -14.9% | 17,005 | -14.9% | 0.24% | -25.9% |
| Q1 2021 | $1,014,000 | -60.9% | 19,971 | -60.9% | 0.32% | -60.7% |
| Q4 2020 | $2,595,000 | +1.4% | 51,083 | +1.4% | 0.82% | -12.2% |
| Q3 2020 | $2,560,000 | +254.6% | 50,398 | +254.3% | 0.93% | +204.6% |
| Q2 2020 | $722,000 | +26.0% | 14,224 | +23.2% | 0.30% | 0.0% |
| Q1 2020 | $573,000 | -41.3% | 11,544 | -40.4% | 0.30% | -32.7% |
| Q4 2019 | $976,000 | -6.4% | 19,353 | -6.4% | 0.45% | -23.4% |
| Q3 2019 | $1,043,000 | -2.1% | 20,682 | -2.2% | 0.59% | -12.1% |
| Q2 2019 | $1,065,000 | +4.6% | 21,140 | +4.4% | 0.67% | -16.3% |
| Q1 2019 | $1,018,000 | – | 20,243 | – | 0.80% | – |
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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% |