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 | $1,205,285 | -3.0% | 24,019 | -3.1% | 1.32% | 0.0% |
| Q2 2023 | $1,242,657 | +28.3% | 24,784 | +28.3% | 1.32% | +16.5% |
| Q4 2022 | $968,188 | +1.5% | 19,314 | +1.6% | 1.13% | -8.7% |
| Q3 2022 | $954,000 | -97.4% | 19,016 | -97.4% | 1.24% | -97.3% |
| Q2 2022 | $37,190,000 | +2872.8% | 742,470 | +2884.7% | 45.59% | +3208.3% |
| Q1 2022 | $1,251,000 | +19.0% | 24,876 | +19.5% | 1.38% | +23.3% |
| Q4 2021 | $1,051,000 | -53.8% | 20,814 | -53.6% | 1.12% | -55.9% |
| Q3 2021 | $2,275,000 | +22.2% | 44,844 | +22.2% | 2.53% | +13.4% |
| Q2 2021 | $1,862,000 | +9.8% | 36,692 | +9.8% | 2.23% | +2.4% |
| Q1 2021 | $1,696,000 | -14.0% | 33,412 | -14.0% | 2.18% | -9.0% |
| Q4 2020 | $1,973,000 | -41.1% | 38,842 | -41.1% | 2.40% | -26.3% |
| Q3 2020 | $3,349,000 | -39.1% | 65,930 | -39.2% | 3.25% | -43.6% |
| Q2 2020 | $5,498,000 | -89.5% | 108,382 | -89.8% | 5.77% | -91.7% |
| Q1 2020 | $52,581,000 | +14505.8% | 1,058,608 | +14736.8% | 69.62% | +17262.1% |
| Q4 2019 | $360,000 | -6.7% | 7,135 | -6.7% | 0.40% | +2.8% |
| Q3 2019 | $386,000 | -69.0% | 7,651 | -69.0% | 0.39% | -66.0% |
| Q2 2019 | $1,244,000 | -95.4% | 24,686 | -95.4% | 1.15% | -95.9% |
| Q1 2019 | $27,101,000 | 0.0% | 540,615 | 0.0% | 28.00% | 0.0% |
| Q4 2018 | $27,101,000 | +12.1% | 540,615 | +12.1% | 28.00% | +33.4% |
| Q3 2018 | $24,186,000 | +34.7% | 482,270 | +34.6% | 20.99% | +34.5% |
| Q2 2018 | $17,950,000 | +1587.4% | 358,293 | +1594.9% | 15.61% | +1209.5% |
| Q1 2010 | $1,063,777 | – | 21,140 | – | 1.19% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 2,063,952 | $104,828,000 | 26.19% |
| REDW Wealth LLC | 1,319,132 | $66,999,000 | 24.79% |
| McCarthy Asset Management, Inc. | 400,827 | $20,358,000 | 16.88% |
| Frisch Financial Group, Inc. | 875,261 | $44,455,000 | 16.27% |
| Pachira Investments Inc. | 322,598 | $16,385,000 | 15.67% |
| Fountainhead AM, LLC | 482,212 | $24,492,000 | 15.25% |
| Symphony Financial, Ltd. Co. | 807,685 | $41,022,000 | 14.72% |
| Cardinal Strategic Wealth Guidance | 472,836 | $24,015,000 | 14.26% |
| Pinion Investment Advisors, LLC | 258,666 | $13,138,000 | 13.82% |
| Klingman & Associates, LLC | 2,097,257 | $106,520,000 | 12.29% |