J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 688 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,013,021 | -0.3% | 60,044 | -0.4% | 1.45% | +4.2% |
| Q2 2023 | $3,023,420 | -5.1% | 60,300 | -4.8% | 1.39% | -7.9% |
| Q1 2023 | $3,186,220 | -5.8% | 63,319 | -6.2% | 1.51% | -10.0% |
| Q4 2022 | $3,382,712 | -10.5% | 67,479 | -10.4% | 1.68% | -9.6% |
| Q3 2022 | $3,779,000 | -4.1% | 75,331 | -4.2% | 1.86% | -1.9% |
| Q2 2022 | $3,940,000 | -28.4% | 78,659 | -28.2% | 1.89% | -14.8% |
| Q1 2022 | $5,505,000 | +9.9% | 109,508 | +10.3% | 2.22% | +38.1% |
| Q4 2021 | $5,011,000 | +73.8% | 99,272 | +74.6% | 1.61% | +63.0% |
| Q3 2021 | $2,884,000 | +13.7% | 56,867 | +13.8% | 0.99% | +18.9% |
| Q2 2021 | $2,536,000 | +13.6% | 49,986 | +13.6% | 0.83% | -1.5% |
| Q1 2021 | $2,233,000 | +221.3% | 43,998 | +221.5% | 0.84% | +135.2% |
| Q4 2020 | $695,000 | – | 13,684 | – | 0.36% | – |
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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% |