Integrated Wealth Concepts LLC - J P MORGAN EXCHANGE-TRADED F ownership

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
Integrated Wealth Concepts LLC ownership history of J P MORGAN EXCHANGE-TRADED F
ValueSharesWeighting
Q3 2023$11,109,749
-29.9%
221,398
-30.0%
0.20%
-27.9%
Q2 2023$15,853,331
+169345.6%
316,181
+70.1%
0.27%
+40.9%
Q1 2023$9,356
+42.2%
185,930
+41.6%
0.19%
+7.8%
Q4 2022$6,581
-100.0%
131,284
-74.4%
0.18%
-78.3%
Q3 2022$25,764,000
+6.5%
513,636
+6.4%
0.82%
+9.3%
Q2 2022$24,190,000
+16.0%
482,927
+16.4%
0.75%
+18.2%
Q1 2022$20,854,000
+6562.6%
414,841
+6584.5%
0.64%
+6977.8%
Q4 2021$313,000
-40.0%
6,206
-39.7%
0.01%
-47.1%
Q3 2021$522,000
+13.7%
10,286
+13.7%
0.02%
+6.2%
Q2 2021$459,000
-38.1%
9,044
-38.1%
0.02%
-46.7%
Q1 2021$742,000
-3.3%
14,610
-3.3%
0.03%
-16.7%
Q4 2020$767,000
-5.7%
15,110
-5.6%
0.04%
-28.0%
Q3 2020$813,000
-28.8%
16,012
-28.9%
0.05%
-39.0%
Q2 2020$1,142,000
+49.9%
22,517
+46.8%
0.08%
+17.1%
Q1 2020$762,000
+12.9%
15,338
+14.6%
0.07%
+22.8%
Q4 2019$675,000
+4.7%
13,385
+4.6%
0.06%
-21.9%
Q3 2019$645,000
+0.2%
12,792
+0.0%
0.07%
-13.1%
Q2 2019$644,000
+8.6%
12,786
+8.4%
0.08%
-16.0%
Q1 2019$593,000
+7.2%
11,791
+6.8%
0.10%
-33.3%
Q4 2018$553,000
+17.2%
11,037
+17.4%
0.15%
+4.9%
Q3 2018$472,0009,4000.14%
Other shareholders
J P MORGAN EXCHANGE-TRADED F shareholders Q1 2022
NameSharesValueWeighting ↓
REDW Wealth LLC 1,415,002$71,429,00020.75%
Aspire Capital Advisors LLC 113,686$5,739,00019.17%
MASON STREET ADVISORS, LLC 493,250$24,899,00018.10%
SUN LIFE FINANCIAL INC 9,501,354$479,628,00017.80%
Cornerstone Management, Inc. 1,116,747$56,373,36615.56%
Paradigm Capital Management, LLC/NV 282,614$14,266,00014.18%
Pinion Investment Advisors, LLC 758,594$38,376,00014.08%
McCarthy Asset Management, Inc. 382,561$19,312,00013.28%
TERRIL BROTHERS, INC. 1,160,010$58,557,00012.87%
Paradigm, Strategies in Wealth Management, LLC 247,331$12,485,00012.65%
View complete list of J P MORGAN EXCHANGE-TRADED F shareholders