J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 909 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 2024 | $454 | 0.0% | 9 | 0.0% | 0.00% | – |
| Q1 2024 | $454 | -9.6% | 9 | -10.0% | 0.00% | – |
| Q4 2023 | $502 | +11.1% | 10 | +11.1% | 0.00% | – |
| Q3 2023 | $452 | +0.2% | 9 | 0.0% | 0.00% | – |
| Q2 2023 | $451 | -0.4% | 9 | 0.0% | 0.00% | – |
| Q1 2023 | $453 | -82.6% | 9 | -82.7% | 0.00% | – |
| Q4 2022 | $2,607 | -96.8% | 52 | -96.8% | 0.00% | -100.0% |
| Q3 2022 | $82,000 | 0.0% | 1,642 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $82,000 | -1.2% | 1,642 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $83,000 | 0.0% | 1,642 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $83,000 | 0.0% | 1,642 | 0.0% | 0.01% | -12.5% |
| Q3 2021 | $83,000 | +2.5% | 1,642 | +3.3% | 0.01% | -11.1% |
| Q2 2021 | $81,000 | -71.2% | 1,590 | -71.2% | 0.01% | -76.9% |
| Q1 2021 | $281,000 | +81.3% | 5,527 | +80.3% | 0.04% | +34.5% |
| Q4 2020 | $155,000 | 0.0% | 3,065 | 0.0% | 0.03% | -14.7% |
| Q3 2020 | $155,000 | +91.4% | 3,065 | +92.8% | 0.03% | +78.9% |
| Q2 2020 | $81,000 | +2.5% | 1,590 | 0.0% | 0.02% | -13.6% |
| Q1 2020 | $79,000 | -9.2% | 1,590 | -7.5% | 0.02% | -21.4% |
| Q4 2019 | $87,000 | -17.1% | 1,719 | -17.2% | 0.03% | -46.2% |
| Q3 2019 | $105,000 | +1.0% | 2,077 | 0.0% | 0.05% | -17.5% |
| Q2 2019 | $104,000 | -99.3% | 2,077 | -99.3% | 0.06% | -99.1% |
| Q1 2019 | $14,347,000 | – | 285,236 | – | 6.92% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| REDW Wealth LLC | 1,132,887 | $57,132,000 | 31.82% |
| Financial Perspectives, Inc | 544,854 | $27,476,975 | 18.75% |
| 3EDGE Asset Management, LP | 3,028,051 | $152,705,000 | 17.49% |
| LAU ASSOCIATES LLC | 679,594 | $34,272,000 | 17.06% |
| Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 1,437,720 | $72,504,000 | 16.71% |
| Paragon Advisors, LLC | 265,495 | $13,398,000 | 14.46% |
| Quaker Wealth Management, LLC | 463,252 | $23,362,000 | 13.89% |
| Cardinal Strategic Wealth Guidance | 259,157 | $13,069,000 | 11.24% |
| Compass Financial Group, Inc. | 227,363 | $11,466,000 | 10.35% |
| Roof Eidam Maycock Peralta, LLC | 528,711 | $26,663,000 | 10.27% |