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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $36,375,000 | +10.9% | 720,576 | +11.4% | 2.66% | +2.9% |
| Q3 2021 | $32,801,000 | +0.7% | 646,704 | +0.7% | 2.59% | +0.3% |
| Q2 2021 | $32,575,000 | -16.6% | 642,003 | -16.6% | 2.58% | -22.8% |
| Q1 2021 | $39,075,000 | -1.5% | 769,873 | -1.4% | 3.34% | -11.5% |
| Q4 2020 | $39,660,000 | -4.3% | 780,871 | -4.3% | 3.77% | -13.0% |
| Q3 2020 | $41,455,000 | +3.6% | 816,114 | +3.5% | 4.33% | +2.1% |
| Q2 2020 | $40,020,000 | +1.7% | 788,883 | -0.5% | 4.24% | +2.6% |
| Q1 2020 | $39,361,000 | +34.9% | 792,459 | +37.0% | 4.14% | +61.9% |
| Q4 2019 | $29,178,000 | +1.8% | 578,584 | +1.8% | 2.55% | -9.0% |
| Q3 2019 | $28,665,000 | +6.2% | 568,460 | +6.1% | 2.81% | +3.4% |
| Q2 2019 | $26,996,000 | +2.0% | 535,745 | +1.8% | 2.72% | +1.7% |
| Q1 2019 | $26,472,000 | +295.5% | 526,291 | +294.2% | 2.67% | +248.4% |
| Q4 2018 | $6,693,000 | – | 133,517 | – | 0.77% | – |
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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% |