J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 678 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,844,405 | -29.9% | 76,612 | -29.9% | 0.06% | -28.0% |
| Q2 2023 | $5,482,470 | -0.8% | 109,343 | -0.4% | 0.08% | -6.8% |
| Q1 2023 | $5,525,986 | +60.4% | 109,817 | +59.8% | 0.09% | +49.2% |
| Q4 2022 | $3,444,781 | +6.1% | 68,717 | +6.1% | 0.06% | -3.3% |
| Q3 2022 | $3,248,000 | +14.6% | 64,759 | +14.5% | 0.06% | +17.3% |
| Q2 2022 | $2,834,000 | +0.5% | 56,575 | +0.9% | 0.05% | +18.2% |
| Q1 2022 | $2,820,000 | -6.8% | 56,095 | -6.4% | 0.04% | -4.3% |
| Q4 2021 | $3,025,000 | +14.1% | 59,931 | +14.6% | 0.05% | 0.0% |
| Q3 2021 | $2,652,000 | +8.7% | 52,282 | +8.7% | 0.05% | +12.2% |
| Q2 2021 | $2,440,000 | -100.0% | 48,092 | -57.8% | 0.04% | -19.6% |
| Q1 2021 | $5,787,670,000 | +197566.3% | 114,032 | +97.8% | 0.05% | -19.0% |
| Q4 2020 | $2,928,000 | -17.6% | 57,651 | -17.6% | 0.06% | -30.0% |
| Q3 2020 | $3,553,000 | +23.1% | 69,952 | +23.0% | 0.09% | +9.8% |
| Q2 2020 | $2,886,000 | +7.8% | 56,882 | +5.5% | 0.08% | -16.3% |
| Q1 2020 | $2,676,000 | +10.0% | 53,895 | +11.7% | 0.10% | +36.1% |
| Q4 2019 | $2,433,000 | +33.7% | 48,250 | +33.6% | 0.07% | +18.0% |
| Q3 2019 | $1,820,000 | -45.4% | 36,109 | -45.4% | 0.06% | -50.0% |
| Q2 2019 | $3,332,000 | -6.6% | 66,142 | -6.7% | 0.12% | -19.2% |
| Q1 2019 | $3,566,000 | -16.5% | 70,903 | -16.8% | 0.15% | -27.4% |
| Q4 2018 | $4,270,000 | – | 85,197 | – | 0.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| REDW Wealth LLC | 1,415,002 | $71,429,000 | 20.75% |
| Aspire Capital Advisors LLC | 113,686 | $5,739,000 | 19.17% |
| MASON STREET ADVISORS, LLC | 493,250 | $24,899,000 | 18.10% |
| SUN LIFE FINANCIAL INC | 9,501,354 | $479,628,000 | 17.80% |
| Cornerstone Management, Inc. | 1,116,747 | $56,373,366 | 15.56% |
| Paradigm Capital Management, LLC/NV | 282,614 | $14,266,000 | 14.18% |
| Pinion Investment Advisors, LLC | 758,594 | $38,376,000 | 14.08% |
| McCarthy Asset Management, Inc. | 382,561 | $19,312,000 | 13.28% |
| TERRIL BROTHERS, INC. | 1,160,010 | $58,557,000 | 12.87% |
| Paradigm, Strategies in Wealth Management, LLC | 247,331 | $12,485,000 | 12.65% |