J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 935 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,840,801 | -10.9% | 255,895 | -11.0% | 5.83% | -10.8% |
| Q2 2023 | $14,415,397 | -18.9% | 287,503 | -18.6% | 6.53% | -28.0% |
| Q1 2023 | $17,764,290 | +177.7% | 353,026 | +177.4% | 9.08% | +165.0% |
| Q4 2022 | $6,397,975 | +41.0% | 127,270 | +40.6% | 3.43% | +38.6% |
| Q3 2022 | $4,539,000 | +29.8% | 90,494 | +29.6% | 2.47% | +33.7% |
| Q2 2022 | $3,498,000 | +3.9% | 69,830 | +4.3% | 1.85% | +26.9% |
| Q1 2022 | $3,367,000 | -37.4% | 66,976 | -37.1% | 1.46% | -37.4% |
| Q4 2021 | $5,379,000 | -13.8% | 106,554 | -13.4% | 2.33% | -20.3% |
| Q3 2021 | $6,240,000 | – | 123,023 | – | 2.92% | – |
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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% |