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 ↓ |
|---|---|---|---|
| Asset Management Resources, LLC | 963,346 | $48,340,727 | 30.02% |
| McCarthy Asset Management, Inc. | 626,080 | $31,416,687 | 23.05% |
| ACT Advisors, LLC. | 620,671 | $31,145,271 | 19.29% |
| Arcus Capital Partners, LLC | 1,156,309 | $58,023,566 | 17.81% |
| Marks Wealth, LLC | 9,167 | $460,000 | 17.46% |
| Cornerstone Management, Inc. | 1,274,034 | $63,931,016 | 17.08% |
| Meridian Financial Partners LLC | 256,787 | $12,865 | 13.17% |
| Paradigm, Strategies in Wealth Management, LLC | 391,474 | $19,644,151 | 12.52% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 397,608 | $19,896,305 | 11.88% |
| Smart Portfolios, LLC | 118,624 | $5,952,555 | 10.69% |