J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 24 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,233,385 | +3.2% | 243,790 | +3.1% | 4.28% | +7.5% |
| Q2 2023 | $11,852,900 | -8.1% | 236,396 | -7.7% | 3.98% | -10.9% |
| Q1 2023 | $12,891,265 | +3.8% | 256,186 | +3.4% | 4.47% | -1.7% |
| Q4 2022 | $12,419,863 | +3.3% | 247,753 | +3.4% | 4.55% | -6.1% |
| Q3 2022 | $12,024,000 | -2.4% | 239,711 | -2.5% | 4.85% | +3.8% |
| Q2 2022 | $12,315,000 | -4.8% | 245,851 | -4.5% | 4.67% | +7.8% |
| Q1 2022 | $12,935,000 | +6.5% | 257,310 | +7.0% | 4.33% | +9.1% |
| Q4 2021 | $12,144,000 | +4.5% | 240,571 | +5.0% | 3.97% | -4.1% |
| Q3 2021 | $11,616,000 | +0.7% | 229,030 | +0.7% | 4.14% | +3.2% |
| Q2 2021 | $11,536,000 | -0.1% | 227,357 | -0.1% | 4.01% | -3.9% |
| Q1 2021 | $11,553,000 | +4070.8% | 227,627 | +4076.6% | 4.17% | +3875.2% |
| Q4 2020 | $277,000 | – | 5,450 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Asset Management Resources, LLC | 963,346 | $48,340,727 | 30.02% |
| McCarthy Asset Management, Inc. | 626,080 | $31,416,687 | 23.05% |
| ACT Advisors, LLC. | 620,671 | $31,145,271 | 19.29% |
| Arcus Capital Partners, LLC | 1,156,309 | $58,023,566 | 17.81% |
| Marks Wealth, LLC | 9,167 | $460,000 | 17.46% |
| Cornerstone Management, Inc. | 1,274,034 | $63,931,016 | 17.08% |
| Meridian Financial Partners LLC | 256,787 | $12,865 | 13.17% |
| Paradigm, Strategies in Wealth Management, LLC | 391,474 | $19,644,151 | 12.52% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 397,608 | $19,896,305 | 11.88% |
| Smart Portfolios, LLC | 118,624 | $5,952,555 | 10.69% |