Next Capital Management 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 935 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.3%.

Quarter-by-quarter ownership
Next Capital Management LLC ownership history of J P MORGAN EXCHANGE-TRADED F
ValueSharesWeighting
Q3 2023$1,619,860
+55.7%
32,281
+55.6%
0.73%
+50.9%
Q2 2023$1,040,104
-24.1%
20,744
-23.9%
0.48%
-27.3%
Q1 2023$1,371,019
+81556.9%
27,246
-18.7%
0.66%
-26.9%
Q4 2022$1,679
-99.9%
33,499
-6.1%
0.90%
-33.1%
Q3 2022$1,790,000
+21.3%
35,684
+21.1%
1.35%
+26.1%
Q2 2022$1,476,000
+35.7%
29,473
+36.1%
1.07%
+46.2%
Q1 2022$1,088,000
-6.5%
21,651
-6.1%
0.73%
-6.7%
Q4 2021$1,164,000
-10.4%
23,052
-10.0%
0.79%
-16.5%
Q3 2021$1,299,000
-31.0%
25,605
-31.0%
0.94%
-21.4%
Q2 2021$1,883,000
-51.2%
37,112
-51.2%
1.20%
-52.3%
Q1 2021$3,860,000
-38.1%
76,052
-38.0%
2.51%
-42.7%
Q4 2020$6,233,000
-63.5%
122,729
-63.5%
4.38%
-61.5%
Q3 2020$17,088,000
-9.0%
336,404
-9.2%
11.38%
-14.2%
Q2 2020$18,786,000
+51.1%
370,314
+48.0%
13.26%
+32.9%
Q1 2020$12,431,000
+66.3%
250,281
+68.8%
9.98%
+86.6%
Q4 2019$7,476,000
-14.5%
148,239
-14.5%
5.35%
-8.8%
Q3 2019$8,741,000
+5.5%
173,342
+5.4%
5.86%
+5.5%
Q2 2019$8,287,000
+23.2%
164,455
+23.0%
5.55%
-2.3%
Q1 2019$6,724,000
-46.4%
133,686
-46.6%
5.68%
-48.3%
Q4 2018$12,544,000250,22511.00%
Other shareholders
J P MORGAN EXCHANGE-TRADED F shareholders Q3 2023
NameSharesValueWeighting ↓
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 2,063,952$104,828,00026.19%
REDW Wealth LLC 1,319,132$66,999,00024.79%
McCarthy Asset Management, Inc. 400,827$20,358,00016.88%
Frisch Financial Group, Inc. 875,261$44,455,00016.27%
Pachira Investments Inc. 322,598$16,385,00015.67%
Fountainhead AM, LLC 482,212$24,492,00015.25%
Symphony Financial, Ltd. Co. 807,685$41,022,00014.72%
Cardinal Strategic Wealth Guidance 472,836$24,015,00014.26%
Pinion Investment Advisors, LLC 258,666$13,138,00013.82%
Klingman & Associates, LLC 2,097,257$106,520,00012.29%
View complete list of J P MORGAN EXCHANGE-TRADED F shareholders