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 | $576,408 | -0.9% | 11,487 | -1.0% | 0.28% | +6.8% |
| Q2 2023 | $581,778 | -0.5% | 11,603 | -0.1% | 0.26% | -3.7% |
| Q1 2023 | $584,698 | +38291.2% | 11,620 | -61.8% | 0.27% | -64.7% |
| Q4 2022 | $1,523 | -99.9% | 30,384 | -15.9% | 0.77% | -18.5% |
| Q3 2022 | $1,813,000 | +463.0% | 36,135 | +462.1% | 0.95% | +481.6% |
| Q2 2022 | $322,000 | -44.8% | 6,428 | -44.6% | 0.16% | -35.6% |
| Q1 2022 | $583,000 | -73.7% | 11,596 | -73.6% | 0.25% | -73.1% |
| Q4 2021 | $2,213,000 | +43.1% | 43,845 | +43.8% | 0.94% | -46.9% |
| Q3 2021 | $1,546,000 | -71.9% | 30,486 | -71.9% | 1.77% | -30.5% |
| Q1 2021 | $5,498,000 | -53.4% | 108,324 | -53.4% | 2.55% | -58.8% |
| Q4 2020 | $11,803,000 | -12.0% | 232,382 | -12.0% | 6.19% | -14.1% |
| Q3 2020 | $13,414,000 | -27.4% | 264,086 | -27.5% | 7.21% | -34.6% |
| Q2 2020 | $18,469,000 | -22.4% | 364,073 | -24.0% | 11.03% | -34.8% |
| Q1 2020 | $23,791,000 | +1.8% | 478,979 | +3.4% | 16.91% | +21.7% |
| Q4 2019 | $23,362,000 | – | 463,252 | – | 13.89% | – |
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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% |