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 ↓ |
|---|---|---|---|
| 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% |