J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 658 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,388,495 | -15.4% | 27,720 | -15.3% | 0.54% | -14.6% |
| Q2 2023 | $1,640,581 | -0.4% | 32,720 | 0.0% | 0.64% | -5.8% |
| Q1 2023 | $1,646,470 | -48.5% | 32,720 | -48.7% | 0.68% | -51.0% |
| Q4 2022 | $3,194,284 | -8.4% | 63,720 | -8.5% | 1.38% | -10.8% |
| Q3 2022 | $3,487,000 | -4.2% | 69,620 | -4.2% | 1.54% | -6.7% |
| Q2 2022 | $3,641,000 | +2.7% | 72,690 | +3.5% | 1.65% | +22.3% |
| Q4 2021 | $3,547,000 | +7.3% | 70,260 | +7.8% | 1.35% | -3.3% |
| Q3 2021 | $3,305,000 | +22.5% | 65,160 | +22.6% | 1.40% | +21.1% |
| Q2 2021 | $2,697,000 | +7.5% | 53,160 | +7.5% | 1.15% | +2.4% |
| Q1 2021 | $2,509,000 | +15.0% | 49,470 | +15.2% | 1.13% | +3.4% |
| Q4 2020 | $2,181,000 | +4.7% | 42,950 | +4.8% | 1.09% | -7.8% |
| Q3 2020 | $2,083,000 | +41.6% | 41,000 | +41.4% | 1.18% | +31.6% |
| Q2 2020 | $1,471,000 | +41.2% | 29,000 | +38.1% | 0.90% | +13.1% |
| Q1 2020 | $1,042,000 | -1.6% | 21,000 | 0.0% | 0.79% | +22.9% |
| Q4 2019 | $1,059,000 | +16.6% | 21,000 | +16.7% | 0.65% | +7.0% |
| Q3 2019 | $908,000 | +131.0% | 18,000 | +130.8% | 0.60% | +119.6% |
| Q2 2019 | $393,000 | – | 7,800 | – | 0.28% | – |
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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% |