J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 804 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $138,497 | +2.9% | 2,760 | +2.8% | 0.01% | +7.7% |
| Q2 2023 | $134,576 | -0.4% | 2,684 | 0.0% | 0.01% | -13.3% |
| Q1 2023 | $135,059 | +0.4% | 2,684 | 0.0% | 0.02% | -6.2% |
| Q4 2022 | $134,549 | -2.5% | 2,684 | -2.2% | 0.02% | -20.0% |
| Q3 2022 | $138,000 | +43.8% | 2,745 | +42.9% | 0.02% | +17.6% |
| Q2 2022 | $96,000 | -1.0% | 1,921 | 0.0% | 0.02% | +13.3% |
| Q1 2022 | $97,000 | 0.0% | 1,921 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $97,000 | +4750.0% | 1,921 | +5550.0% | 0.02% | – |
| Q3 2021 | $2,000 | 0.0% | 34 | 0.0% | 0.00% | – |
| Q2 2021 | $2,000 | 0.0% | 34 | 0.0% | 0.00% | -100.0% |
| Q1 2021 | $2,000 | – | 34 | – | 0.00% | – |
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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% |