J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 956 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $976,739 | -19.2% | 19,353 | -19.3% | 0.40% | -19.5% |
| Q1 2024 | $1,209,292 | -6.9% | 23,970 | -7.3% | 0.49% | -18.4% |
| Q4 2023 | $1,298,558 | +5.6% | 25,852 | +5.5% | 0.60% | -6.7% |
| Q3 2023 | $1,229,802 | +9.9% | 24,508 | +9.8% | 0.65% | +14.1% |
| Q2 2023 | $1,118,854 | +1.9% | 22,315 | +2.2% | 0.57% | -2.6% |
| Q1 2023 | $1,098,402 | +3.4% | 21,828 | +3.0% | 0.58% | -4.3% |
| Q4 2022 | $1,062,054 | +28.3% | 21,186 | +28.3% | 0.61% | +19.0% |
| Q3 2022 | $828,000 | +132.6% | 16,511 | +132.3% | 0.51% | +137.2% |
| Q2 2022 | $356,000 | – | 7,108 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| REDW Wealth LLC | 1,132,887 | $57,132,000 | 31.82% |
| Financial Perspectives, Inc | 544,854 | $27,476,975 | 18.75% |
| 3EDGE Asset Management, LP | 3,028,051 | $152,705,000 | 17.49% |
| LAU ASSOCIATES LLC | 679,594 | $34,272,000 | 17.06% |
| Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 1,437,720 | $72,504,000 | 16.71% |
| Paragon Advisors, LLC | 265,495 | $13,398,000 | 14.46% |
| Quaker Wealth Management, LLC | 463,252 | $23,362,000 | 13.89% |
| Cardinal Strategic Wealth Guidance | 259,157 | $13,069,000 | 11.24% |
| Compass Financial Group, Inc. | 227,363 | $11,466,000 | 10.35% |
| Roof Eidam Maycock Peralta, LLC | 528,711 | $26,663,000 | 10.27% |