J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 695 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $663,368 | -9.2% | 13,220 | -9.2% | 0.04% | -8.2% |
| Q2 2023 | $730,234 | -22.1% | 14,564 | -21.8% | 0.05% | -27.9% |
| Q1 2023 | $936,892 | +39.3% | 18,619 | +38.8% | 0.07% | +30.8% |
| Q4 2022 | $672,562 | -83.5% | 13,416 | -83.5% | 0.05% | -84.6% |
| Q3 2022 | $4,077,000 | -3.1% | 81,287 | -3.2% | 0.34% | -4.0% |
| Q2 2022 | $4,206,000 | +72.5% | 83,964 | +73.2% | 0.35% | +82.4% |
| Q1 2022 | $2,438,000 | +363.5% | 48,490 | +367.8% | 0.19% | +310.6% |
| Q4 2021 | $526,000 | +6.7% | 10,365 | +6.6% | 0.05% | +11.9% |
| Q3 2021 | $493,000 | -6.3% | 9,719 | -6.2% | 0.04% | -10.6% |
| Q2 2021 | $526,000 | +4.0% | 10,365 | +3.9% | 0.05% | -9.6% |
| Q1 2021 | $506,000 | +57.6% | 9,979 | +58.0% | 0.05% | +36.8% |
| Q4 2020 | $321,000 | -45.6% | 6,314 | -45.7% | 0.04% | -53.1% |
| Q3 2020 | $590,000 | -40.6% | 11,622 | -40.6% | 0.08% | -43.4% |
| Q2 2020 | $993,000 | +17.9% | 19,570 | +16.4% | 0.14% | -53.7% |
| Q4 2018 | $842,000 | – | 16,815 | – | 0.31% | – |
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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% |