J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 896 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $336,607 | -1.2% | 6,708 | -1.3% | 0.10% | -1.0% |
| Q2 2023 | $340,751 | -10.8% | 6,796 | -10.5% | 0.10% | -15.7% |
| Q1 2023 | $381,979 | -1.5% | 7,591 | -1.9% | 0.12% | -6.9% |
| Q4 2022 | $387,806 | -8.8% | 7,736 | -7.6% | 0.13% | -12.2% |
| Q2 2021 | $425,000 | +3.9% | 8,368 | +3.8% | 0.15% | -5.1% |
| Q1 2021 | $409,000 | -2.4% | 8,063 | -2.3% | 0.16% | -13.3% |
| Q4 2020 | $419,000 | -42.4% | 8,256 | -42.4% | 0.18% | -52.0% |
| Q3 2020 | $727,000 | 0.0% | 14,340 | 0.0% | 0.38% | 0.0% |
| Q2 2020 | $727,000 | +2.1% | 14,340 | 0.0% | 0.38% | -37.0% |
| Q1 2020 | $712,000 | -56.8% | 14,340 | -56.2% | 0.60% | -41.7% |
| Q4 2019 | $1,650,000 | +0.1% | 32,736 | +0.1% | 1.02% | -9.2% |
| Q3 2019 | $1,648,000 | +0.1% | 32,697 | +0.1% | 1.12% | -15.5% |
| Q2 2019 | $1,646,000 | +198.7% | 32,678 | +197.8% | 1.33% | +184.0% |
| Q1 2019 | $551,000 | – | 10,973 | – | 0.47% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sanctuary Wealth Management, L.L.C. | 742,470 | $37,190,000 | 45.59% |
| ACT Advisors, LLC. | 812,844 | $40,715,000 | 29.85% |
| FOSTER DYKEMA CABOT & CO INC/MA | 3,924,182 | $196,562,000 | 24.25% |
| Requisite Capital Management, LLC | 1,329,285 | $66,584,000 | 22.12% |
| Magnolia Wealth Management, LLC | 368,681 | $18,467,000 | 20.93% |
| Cornerstone Management, Inc. | 1,568,601 | $78,571,246 | 20.43% |
| Paradigm Capital Management, LLC/NV | 297,420 | $14,898,000 | 18.72% |
| Reitz Capital Advisors LLC | 384,229 | $19,246,000 | 17.23% |
| Smart Portfolios, LLC | 162,077 | $8,127,000 | 16.42% |
| McCarthy Asset Management, Inc. | 397,372 | $19,904,000 | 16.20% |