J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 579 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,653,738 | +3.2% | 113,029 | +3.1% | 1.90% | +1.4% |
| Q2 2023 | $5,479,711 | +0.8% | 109,682 | +1.4% | 1.87% | -3.6% |
| Q1 2023 | $5,435,591 | +125.4% | 108,214 | +125.9% | 1.94% | +80.1% |
| Q4 2022 | $2,412,051 | +444.5% | 47,906 | +441.9% | 1.08% | +383.4% |
| Q3 2022 | $443,000 | +26.6% | 8,840 | +26.4% | 0.22% | +24.6% |
| Q2 2022 | $350,000 | -0.3% | 6,994 | +0.1% | 0.18% | +11.2% |
| Q1 2022 | $351,000 | -0.3% | 6,989 | +0.0% | 0.16% | +11.8% |
| Q4 2021 | $352,000 | -9.3% | 6,987 | -8.9% | 0.14% | +8.3% |
| Q3 2021 | $388,000 | -0.3% | 7,666 | +0.0% | 0.13% | -7.0% |
| Q2 2021 | $389,000 | -81.9% | 7,663 | -81.9% | 0.14% | -83.4% |
| Q1 2021 | $2,145,000 | -7.3% | 42,261 | -7.2% | 0.86% | -10.2% |
| Q4 2020 | $2,313,000 | +11.0% | 45,519 | +11.0% | 0.96% | -29.5% |
| Q3 2020 | $2,083,000 | +13.0% | 41,005 | +13.1% | 1.36% | +26.4% |
| Q2 2020 | $1,844,000 | +87.6% | 36,265 | +85.7% | 1.08% | +27.4% |
| Q1 2020 | $983,000 | +335.0% | 19,528 | +336.2% | 0.85% | +315.7% |
| Q4 2019 | $226,000 | 0.0% | 4,477 | 0.0% | 0.20% | -13.2% |
| Q3 2019 | $226,000 | -56.1% | 4,477 | -56.0% | 0.24% | -58.8% |
| Q2 2019 | $515,000 | – | 10,180 | – | 0.57% | – |
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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% |