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 | $8,634 | +2.3% | 172,069 | +2.2% | 3.83% | +3.5% |
| Q2 2023 | $8,440 | -3.5% | 168,331 | -3.1% | 3.70% | -11.9% |
| Q1 2023 | $8,745 | +8.6% | 173,793 | +8.2% | 4.20% | +3.2% |
| Q4 2022 | $8,056 | -99.9% | 160,694 | -2.6% | 4.07% | -15.4% |
| Q3 2022 | $8,272,000 | +3.0% | 164,922 | +2.9% | 4.81% | +8.8% |
| Q2 2022 | $8,031,000 | -32.9% | 160,334 | -32.6% | 4.42% | -23.5% |
| Q1 2022 | $11,966,000 | +8.1% | 238,034 | +8.5% | 5.78% | +10.0% |
| Q4 2021 | $11,074,000 | +21.2% | 219,382 | +21.7% | 5.26% | +6.4% |
| Q3 2021 | $9,139,000 | +25.8% | 180,192 | +25.9% | 4.94% | +21.0% |
| Q2 2021 | $7,264,000 | +53.1% | 143,161 | +53.2% | 4.08% | +39.1% |
| Q1 2021 | $4,744,000 | +16.2% | 93,471 | +16.3% | 2.94% | -1.4% |
| Q4 2020 | $4,081,000 | +32.9% | 80,342 | +32.9% | 2.98% | +11.5% |
| Q3 2020 | $3,071,000 | +23.2% | 60,456 | +23.1% | 2.67% | +11.9% |
| Q2 2020 | $2,492,000 | +6.2% | 49,122 | +4.0% | 2.39% | -10.1% |
| Q1 2020 | $2,347,000 | -0.3% | 47,243 | +1.2% | 2.66% | +43.3% |
| Q4 2019 | $2,355,000 | +13.9% | 46,695 | +13.9% | 1.85% | +1.5% |
| Q3 2019 | $2,067,000 | -4.4% | 40,985 | -4.5% | 1.83% | -6.6% |
| Q2 2019 | $2,162,000 | – | 42,897 | – | 1.96% | – |
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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% |