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
| 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 ↓ |
|---|---|---|---|
| REDW Wealth LLC | 1,415,002 | $71,429,000 | 20.75% |
| Aspire Capital Advisors LLC | 113,686 | $5,739,000 | 19.17% |
| MASON STREET ADVISORS, LLC | 493,250 | $24,899,000 | 18.10% |
| SUN LIFE FINANCIAL INC | 9,501,354 | $479,628,000 | 17.80% |
| Cornerstone Management, Inc. | 1,116,747 | $56,373,366 | 15.56% |
| Paradigm Capital Management, LLC/NV | 282,614 | $14,266,000 | 14.18% |
| Pinion Investment Advisors, LLC | 758,594 | $38,376,000 | 14.08% |
| McCarthy Asset Management, Inc. | 382,561 | $19,312,000 | 13.28% |
| TERRIL BROTHERS, INC. | 1,160,010 | $58,557,000 | 12.87% |
| Paradigm, Strategies in Wealth Management, LLC | 247,331 | $12,485,000 | 12.65% |