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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $3,613,000 | -8.7% | 71,877 | -8.3% | 1.67% | -2.0% |
| Q4 2021 | $3,957,000 | -27.1% | 78,390 | -26.7% | 1.70% | -31.7% |
| Q3 2021 | $5,426,000 | +24.0% | 106,978 | +24.1% | 2.49% | +24.2% |
| Q2 2021 | $4,375,000 | +7.4% | 86,231 | +7.5% | 2.01% | +0.3% |
| Q1 2021 | $4,072,000 | +45.3% | 80,224 | +45.4% | 2.00% | +37.8% |
| Q4 2020 | $2,803,000 | +68.7% | 55,185 | +68.7% | 1.45% | +44.9% |
| Q3 2020 | $1,662,000 | +20.0% | 32,720 | +19.8% | 1.00% | +12.0% |
| Q2 2020 | $1,385,000 | +315.9% | 27,308 | +307.7% | 0.90% | +249.6% |
| Q1 2020 | $333,000 | -20.9% | 6,698 | -19.7% | 0.26% | -12.0% |
| Q4 2019 | $421,000 | -21.7% | 8,342 | -21.9% | 0.29% | -29.2% |
| Q3 2019 | $538,000 | -10.8% | 10,688 | -10.7% | 0.41% | -13.7% |
| Q2 2019 | $603,000 | -40.9% | 11,973 | -41.0% | 0.48% | -45.5% |
| Q1 2019 | $1,021,000 | -32.5% | 20,298 | -32.7% | 0.87% | -41.0% |
| Q4 2018 | $1,512,000 | – | 30,154 | – | 1.48% | – |
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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% |