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 | $1,408,627 | -19.6% | 28,071 | -19.7% | 0.72% | -16.3% |
| Q2 2023 | $1,752,562 | -64.7% | 34,953 | -64.5% | 0.85% | -67.5% |
| Q1 2023 | $4,959,367 | +195.4% | 98,556 | +194.2% | 2.62% | +285.3% |
| Q4 2022 | $1,679,104 | +499.7% | 33,495 | +499.4% | 0.68% | +331.0% |
| Q3 2022 | $280,000 | +23.3% | 5,588 | +23.4% | 0.16% | +29.5% |
| Q2 2022 | $227,000 | -38.3% | 4,529 | -38.2% | 0.12% | -31.8% |
| Q1 2022 | $368,000 | -90.0% | 7,329 | -89.9% | 0.18% | -88.3% |
| Q4 2021 | $3,676,000 | +18.9% | 72,813 | +19.5% | 1.53% | +14.1% |
| Q3 2021 | $3,091,000 | +3.8% | 60,942 | +3.8% | 1.34% | +6.4% |
| Q2 2021 | $2,979,000 | -41.4% | 58,714 | -41.4% | 1.26% | -44.3% |
| Q1 2021 | $5,087,000 | +60.9% | 100,221 | +61.0% | 2.27% | +37.7% |
| Q4 2020 | $3,161,000 | -3.6% | 62,239 | -3.6% | 1.65% | -13.1% |
| Q3 2020 | $3,280,000 | -13.7% | 64,581 | -13.8% | 1.90% | -8.2% |
| Q2 2020 | $3,799,000 | +27.8% | 74,890 | +25.1% | 2.06% | +0.7% |
| Q1 2020 | $2,973,000 | -36.0% | 59,862 | -35.0% | 2.05% | -20.0% |
| Q4 2019 | $4,646,000 | +4.6% | 92,122 | +4.6% | 2.56% | -5.0% |
| Q3 2019 | $4,443,000 | -7.5% | 88,103 | -7.6% | 2.70% | -8.2% |
| Q2 2019 | $4,804,000 | +1.8% | 95,333 | +1.6% | 2.94% | -1.1% |
| Q1 2019 | $4,717,000 | -17.4% | 93,787 | -17.7% | 2.97% | -21.3% |
| Q4 2018 | $5,713,000 | – | 113,965 | – | 3.77% | – |
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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% |