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 | $15,626,976 | +16.3% | 311,418 | +16.3% | 3.76% | +12.8% |
| Q2 2023 | $13,431,126 | +12.8% | 267,872 | +13.2% | 3.33% | +3.7% |
| Q1 2023 | $11,911,270 | +9.7% | 236,710 | +9.3% | 3.21% | -3.2% |
| Q4 2022 | $10,858,073 | +230.7% | 216,598 | +230.9% | 3.32% | +180.8% |
| Q3 2022 | $3,283,000 | +36.0% | 65,451 | +35.8% | 1.18% | +34.7% |
| Q2 2022 | $2,414,000 | +32.1% | 48,183 | +32.6% | 0.88% | +26.4% |
| Q1 2022 | $1,827,000 | +64.7% | 36,341 | +65.5% | 0.69% | +65.6% |
| Q4 2021 | $1,109,000 | -62.8% | 21,962 | -62.7% | 0.42% | -32.3% |
| Q3 2021 | $2,985,000 | -34.8% | 58,853 | -34.8% | 0.62% | -33.5% |
| Q2 2021 | $4,580,000 | +0.0% | 90,266 | +0.1% | 0.93% | -10.0% |
| Q1 2021 | $4,578,000 | +4.0% | 90,190 | +4.1% | 1.03% | +15.1% |
| Q4 2020 | $4,402,000 | +5.3% | 86,666 | +5.3% | 0.90% | -25.5% |
| Q3 2020 | $4,179,000 | -11.1% | 82,274 | -11.2% | 1.21% | -20.7% |
| Q2 2020 | $4,699,000 | +135.3% | 92,637 | +130.4% | 1.52% | +82.8% |
| Q1 2020 | $1,997,000 | -9.4% | 40,201 | -8.0% | 0.83% | -5.7% |
| Q4 2019 | $2,204,000 | +9.8% | 43,696 | +9.8% | 0.88% | -2.5% |
| Q3 2019 | $2,007,000 | +11.1% | 39,798 | +11.0% | 0.90% | +3.3% |
| Q2 2019 | $1,806,000 | +88.1% | 35,839 | +87.7% | 0.88% | +65.6% |
| Q1 2019 | $960,000 | – | 19,090 | – | 0.53% | – |
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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% |