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 | $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 ↓ |
|---|---|---|---|
| Asset Management Resources, LLC | 963,346 | $48,340,727 | 30.02% |
| McCarthy Asset Management, Inc. | 626,080 | $31,416,687 | 23.05% |
| ACT Advisors, LLC. | 620,671 | $31,145,271 | 19.29% |
| Arcus Capital Partners, LLC | 1,156,309 | $58,023,566 | 17.81% |
| Marks Wealth, LLC | 9,167 | $460,000 | 17.46% |
| Cornerstone Management, Inc. | 1,274,034 | $63,931,016 | 17.08% |
| Meridian Financial Partners LLC | 256,787 | $12,865 | 13.17% |
| Paradigm, Strategies in Wealth Management, LLC | 391,474 | $19,644,151 | 12.52% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 397,608 | $19,896,305 | 11.88% |
| Smart Portfolios, LLC | 118,624 | $5,952,555 | 10.69% |