Gradient Capital Advisors, LLC - J P MORGAN EXCHANGE-TRADED F ownership

J P MORGAN EXCHANGE-TRADED F's ticker is JMST and the CUSIP is 46641Q654. A total of 302 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Gradient Capital Advisors, LLC ownership history of J P MORGAN EXCHANGE-TRADED F
ValueSharesWeighting
Q3 2023$1,029,937
-6.3%
20,415
-6.0%
0.43%
-2.3%
Q2 2023$1,099,763
-6.3%
21,713
-6.0%
0.44%
-11.6%
Q1 2023$1,173,655
-35.2%
23,108
-35.5%
0.50%
-39.4%
Q4 2022$1,811,326
-10.1%
35,843
-10.5%
0.82%
-14.4%
Q3 2022$2,015,000
-5.1%
40,050
-4.4%
0.96%
-5.6%
Q2 2022$2,123,000
+25.2%
41,914
+25.1%
1.02%
+41.9%
Q1 2022$1,696,000
+32.0%
33,495
+33.1%
0.72%
+34.2%
Q4 2021$1,285,000
+99.8%
25,165
+100.0%
0.54%
+81.4%
Q3 2021$643,000
-8.4%
12,584
-8.5%
0.30%
-10.3%
Q2 2021$702,0000.0%13,7560.0%0.33%
-11.6%
Q1 2021$702,000
+205.2%
13,756
+205.2%
0.37%
+184.0%
Q4 2020$230,0004,5070.13%
Other shareholders
J P MORGAN EXCHANGE-TRADED F shareholders Q2 2022
NameSharesValueWeighting ↓
Requisite Capital Management, LLC 256,220$13,061,0005.02%
Lehman & Derafelo Financial Resources LLC 180,000$9,176,0003.20%
New England Investment & Retirement Group, Inc. 176,935$9,019,0002.27%
AVALON CAPITAL MANAGEMENT 40,000$2,039,0002.01%
3D ASSET MANAGEMENT, INC 140,638$7,169,0002.00%
FCG ADVISORS, LLC 141,826$7,230,0001.89%
Grant Street Asset Management, Inc. 59,440$3,030,0001.80%
Monterey Private Wealth, Inc. 32,052$1,634,0001.16%
Ironsides Asset Advisors, LLC 63,705$3,247,0001.07%
PACIFIC CAPITAL WEALTH ADVISORS, INC 28,700$1,463,0000.99%
View complete list of J P MORGAN EXCHANGE-TRADED F shareholders