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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $338,965 | +31.9% | 12,340 | +140.8% | 0.17% | +24.3% |
| Q4 2022 | $256,916 | -26.2% | 5,125 | -25.6% | 0.14% | -18.1% |
| Q4 2021 | $348,000 | -0.6% | 6,890 | 0.0% | 0.17% | -10.0% |
| Q3 2021 | $350,000 | -50.0% | 6,890 | -50.0% | 0.19% | -10.0% |
| Q2 2021 | $700,000 | +25.0% | 13,780 | +24.9% | 0.21% | +15.3% |
| Q1 2021 | $560,000 | -8.3% | 11,030 | -8.4% | 0.18% | -54.2% |
| Q4 2020 | $611,000 | -58.8% | 12,045 | -58.7% | 0.40% | -34.6% |
| Q3 2020 | $1,483,000 | – | 29,190 | – | 0.61% | – |
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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% |