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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,964,744 | -7.9% | 59,082 | -8.0% | 0.50% | -5.5% |
| Q2 2023 | $3,219,780 | -9.4% | 64,216 | -9.0% | 0.53% | -15.6% |
| Q1 2023 | $3,552,710 | -8.2% | 70,602 | -8.6% | 0.62% | -12.4% |
| Q4 2022 | $3,871,692 | +226.4% | 77,233 | +226.0% | 0.71% | +185.5% |
| Q3 2022 | $1,186,000 | +11.9% | 23,691 | +11.8% | 0.25% | +16.4% |
| Q2 2022 | $1,060,000 | -21.7% | 21,188 | -21.4% | 0.21% | -14.4% |
| Q1 2022 | $1,354,000 | -47.8% | 26,957 | -47.5% | 0.25% | -48.2% |
| Q4 2021 | $2,593,000 | -18.0% | 51,379 | -17.6% | 0.48% | -29.3% |
| Q3 2021 | $3,163,000 | +9.0% | 62,367 | +9.1% | 0.68% | +9.5% |
| Q2 2021 | $2,901,000 | +134.9% | 57,177 | +134.9% | 0.62% | +125.3% |
| Q1 2021 | $1,235,000 | +11.7% | 24,338 | +11.8% | 0.28% | +8.2% |
| Q4 2020 | $1,106,000 | +44.0% | 21,777 | +43.9% | 0.26% | +25.5% |
| Q3 2020 | $768,000 | – | 15,134 | – | 0.20% | – |
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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% |