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 | $7,062,885 | -5.4% | 140,751 | -5.5% | 2.95% | -1.4% |
| Q2 2023 | $7,467,250 | -2.6% | 148,928 | -2.2% | 2.99% | -8.1% |
| Q1 2023 | $7,663,434 | +1.9% | 152,294 | +1.5% | 3.26% | -4.6% |
| Q4 2022 | $7,518,548 | -3.0% | 149,981 | -3.0% | 3.42% | -7.8% |
| Q3 2022 | $7,755,000 | -3.6% | 154,612 | -3.7% | 3.70% | -4.1% |
| Q2 2022 | $8,044,000 | -26.9% | 160,596 | -26.6% | 3.86% | -17.1% |
| Q1 2022 | $10,999,000 | -15.5% | 218,797 | -15.1% | 4.66% | -14.0% |
| Q4 2021 | $13,012,000 | +1.8% | 257,766 | +2.3% | 5.42% | -7.5% |
| Q3 2021 | $12,777,000 | -3.4% | 251,912 | -3.4% | 5.86% | -5.5% |
| Q2 2021 | $13,232,000 | +0.7% | 260,788 | +0.7% | 6.20% | -10.8% |
| Q1 2021 | $13,141,000 | +14.8% | 258,916 | +14.9% | 6.96% | +6.6% |
| Q4 2020 | $11,445,000 | +13.5% | 225,348 | +13.5% | 6.53% | +3.7% |
| Q3 2020 | $10,084,000 | +50.0% | 198,522 | +49.8% | 6.30% | +38.6% |
| Q2 2020 | $6,721,000 | +77.4% | 132,486 | +73.7% | 4.54% | +48.5% |
| Q1 2020 | $3,789,000 | +11.2% | 76,289 | +13.0% | 3.06% | +29.0% |
| Q4 2019 | $3,406,000 | +60.9% | 67,538 | +60.9% | 2.37% | +50.0% |
| Q3 2019 | $2,117,000 | +5.3% | 41,981 | +5.2% | 1.58% | +2.3% |
| Q2 2019 | $2,011,000 | -8.4% | 39,912 | -8.6% | 1.54% | -11.8% |
| Q1 2019 | $2,196,000 | +8.3% | 43,660 | +7.9% | 1.75% | -0.1% |
| Q4 2018 | $2,028,000 | +106.3% | 40,464 | +106.4% | 1.75% | +111.3% |
| Q3 2018 | $983,000 | – | 19,606 | – | 0.83% | – |
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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% |