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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $108,957 | -7.8% | 2,173 | -7.4% | 0.01% | -14.3% |
| Q1 2023 | $118,114 | -92.8% | 2,347 | -92.9% | 0.01% | -93.2% |
| Q4 2022 | $1,647,173 | -13.7% | 32,858 | -13.6% | 0.20% | -19.3% |
| Q3 2022 | $1,908,000 | +11.9% | 38,041 | +11.8% | 0.25% | +21.0% |
| Q2 2022 | $1,705,000 | +39.8% | 34,041 | +40.2% | 0.21% | +61.5% |
| Q1 2022 | $1,220,000 | +12.0% | 24,274 | +12.6% | 0.13% | +13.0% |
| Q4 2021 | $1,089,000 | -15.2% | 21,567 | -14.8% | 0.12% | -18.4% |
| Q3 2021 | $1,284,000 | -15.2% | 25,320 | -15.1% | 0.14% | -16.1% |
| Q2 2021 | $1,514,000 | +13.1% | 29,837 | +13.1% | 0.17% | +6.3% |
| Q1 2021 | $1,339,000 | +36.1% | 26,387 | +36.1% | 0.16% | +14.5% |
| Q4 2020 | $984,000 | +2039.1% | 19,383 | +2053.7% | 0.14% | +1871.4% |
| Q3 2020 | $46,000 | -80.3% | 900 | -80.4% | 0.01% | -82.9% |
| Q2 2020 | $233,000 | – | 4,598 | – | 0.04% | – |
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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% |