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 | $2,582,313 | +4.5% | 51,461 | +4.4% | 1.07% | +4.6% |
| Q2 2023 | $2,470,849 | -0.5% | 49,279 | -0.1% | 1.02% | -6.8% |
| Q1 2023 | $2,482,346 | +0.8% | 49,331 | +0.4% | 1.10% | -6.6% |
| Q4 2022 | $2,463,401 | +3.9% | 49,140 | +3.9% | 1.18% | -4.2% |
| Q3 2022 | $2,372,000 | +0.6% | 47,283 | +0.5% | 1.23% | +4.9% |
| Q2 2022 | $2,358,000 | +7.4% | 47,070 | +7.8% | 1.17% | +25.9% |
| Q1 2022 | $2,196,000 | +1.2% | 43,682 | +1.6% | 0.93% | +2.1% |
| Q4 2021 | $2,170,000 | +7.9% | 42,988 | +8.4% | 0.91% | -2.2% |
| Q3 2021 | $2,011,000 | +7.8% | 39,654 | +7.8% | 0.93% | +7.0% |
| Q2 2021 | $1,865,000 | +30.4% | 36,772 | +30.5% | 0.87% | +18.6% |
| Q1 2021 | $1,430,000 | +49.0% | 28,183 | +49.2% | 0.73% | +39.1% |
| Q4 2020 | $960,000 | +2.6% | 18,894 | +2.5% | 0.53% | -11.3% |
| Q3 2020 | $936,000 | +27.9% | 18,431 | +27.7% | 0.59% | +15.6% |
| Q2 2020 | $732,000 | -3.9% | 14,431 | -5.9% | 0.51% | -22.7% |
| Q1 2020 | $762,000 | -38.9% | 15,336 | -37.9% | 0.66% | -26.4% |
| Q4 2019 | $1,248,000 | +27.3% | 24,693 | +27.2% | 0.90% | +10.5% |
| Q3 2019 | $980,000 | +14.1% | 19,420 | +14.1% | 0.82% | +12.5% |
| Q2 2019 | $859,000 | -65.2% | 17,027 | -65.4% | 0.73% | -68.1% |
| Q2 2018 | $2,466,000 | – | 49,226 | – | 2.27% | – |
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% |