J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 918 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $241,374 | -4.7% | 4,814 | -4.3% | 0.52% | -13.7% |
| Q1 2023 | $253,210 | -8.5% | 5,032 | -8.8% | 0.60% | -25.0% |
| Q4 2022 | $276,718 | -31.5% | 5,520 | -31.4% | 0.80% | -35.4% |
| Q3 2022 | $404,000 | 0.0% | 8,048 | -0.3% | 1.24% | +17.7% |
| Q2 2022 | $404,000 | -10.2% | 8,072 | -9.8% | 1.05% | +8.5% |
| Q1 2022 | $450,000 | -13.6% | 8,946 | -12.9% | 0.97% | -1.4% |
| Q3 2021 | $521,000 | -12.4% | 10,274 | -12.4% | 0.98% | -9.4% |
| Q2 2021 | $595,000 | -18.4% | 11,729 | -18.3% | 1.08% | -22.6% |
| Q1 2021 | $729,000 | -26.1% | 14,355 | -26.1% | 1.40% | -29.3% |
| Q4 2020 | $986,000 | -78.9% | 19,414 | -78.9% | 1.98% | -57.3% |
| Q3 2020 | $4,674,000 | -34.6% | 92,009 | -34.7% | 4.65% | -33.4% |
| Q2 2020 | $7,145,000 | +1.1% | 140,853 | -1.1% | 6.98% | -22.6% |
| Q1 2020 | $7,070,000 | -10.9% | 142,482 | -9.5% | 9.01% | +15.2% |
| Q4 2019 | $7,939,000 | +15.0% | 157,434 | +15.0% | 7.82% | -2.6% |
| Q3 2019 | $6,901,000 | +23.3% | 136,853 | +23.2% | 8.02% | +37.2% |
| Q2 2019 | $5,595,000 | +25.0% | 111,039 | +24.8% | 5.85% | +25.5% |
| Q1 2019 | $4,475,000 | +171.9% | 88,960 | +170.9% | 4.66% | +166.8% |
| Q4 2018 | $1,646,000 | – | 32,837 | – | 1.75% | – |
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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% |