J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 831 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $413,455 | -45.0% | 8,246 | -45.0% | 0.07% | -56.9% |
| Q4 2022 | $751,950 | -74.3% | 15,000 | -74.3% | 0.17% | -69.5% |
| Q1 2022 | $2,931,000 | -1.6% | 58,300 | -1.2% | 0.55% | +7.5% |
| Q4 2021 | $2,979,000 | +2.1% | 59,020 | +2.5% | 0.51% | -4.9% |
| Q3 2021 | $2,919,000 | +18.4% | 57,560 | +18.5% | 0.54% | +14.8% |
| Q2 2021 | $2,465,000 | +0.3% | 48,589 | +3.3% | 0.47% | -12.6% |
| Q1 2021 | $2,457,000 | +103.6% | 47,041 | +97.9% | 0.53% | +84.4% |
| Q4 2020 | $1,207,000 | +59.9% | 23,767 | +60.0% | 0.29% | +40.3% |
| Q3 2020 | $755,000 | +73.6% | 14,853 | +73.4% | 0.21% | +60.9% |
| Q2 2020 | $435,000 | +6.9% | 8,566 | +4.6% | 0.13% | -16.9% |
| Q1 2020 | $407,000 | – | 8,187 | – | 0.15% | – |
Download | ||||||
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% |