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 | $1,805,518 | +20.2% | 35,981 | +20.1% | 0.09% | +26.4% |
| Q2 2023 | $1,501,581 | -25.4% | 29,948 | -25.1% | 0.07% | -41.5% |
| Q1 2023 | $2,012,906 | -9.0% | 40,002 | -9.3% | 0.12% | -21.7% |
| Q4 2022 | $2,211,385 | +151.0% | 44,113 | +151.2% | 0.16% | +115.1% |
| Q3 2022 | $881,000 | -39.2% | 17,564 | -39.3% | 0.07% | -39.7% |
| Q2 2022 | $1,450,000 | -43.7% | 28,938 | -43.5% | 0.12% | -33.9% |
| Q1 2022 | $2,575,000 | -42.2% | 51,224 | -41.9% | 0.18% | -45.0% |
| Q4 2021 | $4,452,000 | – | 88,200 | – | 0.33% | – |
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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% |