J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 935 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $510,381 | -32.2% | 10,171 | -32.3% | 0.21% | -31.8% |
| Q2 2023 | $752,902 | -0.3% | 15,016 | 0.0% | 0.30% | -10.0% |
| Q1 2023 | $754,854 | +0.2% | 15,016 | -0.1% | 0.34% | +3.0% |
| Q4 2022 | $753,354 | -7.7% | 15,028 | -7.8% | 0.33% | -13.6% |
| Q2 2022 | $816,000 | +2.9% | 16,294 | +3.3% | 0.38% | +14.4% |
| Q1 2022 | $793,000 | +1.4% | 15,776 | +1.8% | 0.33% | 0.0% |
| Q4 2021 | $782,000 | +7.3% | 15,498 | +7.8% | 0.33% | -1.8% |
| Q3 2021 | $729,000 | +6.4% | 14,377 | +6.5% | 0.34% | +4.3% |
| Q2 2021 | $685,000 | +162.5% | 13,495 | +162.4% | 0.32% | +133.8% |
| Q1 2021 | $261,000 | +0.8% | 5,142 | +0.7% | 0.14% | -11.5% |
| Q4 2020 | $259,000 | +14.1% | 5,108 | +14.2% | 0.16% | +1.9% |
| Q3 2020 | $227,000 | 0.0% | 4,474 | 0.0% | 0.15% | -6.7% |
| Q2 2020 | $227,000 | – | 4,474 | – | 0.16% | – |
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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% |