J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 695 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,080,169 | +22.1% | 121,167 | +22.0% | 0.31% | +19.9% |
| Q2 2023 | $4,977,788 | -25.9% | 99,278 | -25.7% | 0.26% | -36.0% |
| Q1 2023 | $6,721,982 | -6.7% | 133,585 | -7.0% | 0.41% | -6.4% |
| Q4 2022 | $7,202,134 | +22.1% | 143,669 | +22.2% | 0.44% | +7.4% |
| Q3 2022 | $5,897,000 | -39.6% | 117,577 | -39.8% | 0.41% | -15.8% |
| Q2 2022 | $9,761,000 | -0.4% | 195,232 | +0.2% | 0.48% | +14.5% |
| Q1 2022 | $9,796,000 | -2.0% | 194,868 | -1.6% | 0.42% | +10.8% |
| Q4 2021 | $9,994,000 | -14.6% | 197,989 | -14.2% | 0.38% | -15.4% |
| Q3 2021 | $11,707,000 | +15.5% | 230,867 | +15.4% | 0.45% | +13.7% |
| Q2 2021 | $10,140,000 | -76.5% | 199,979 | -76.5% | 0.40% | -67.2% |
| Q1 2021 | $43,177,000 | +526.4% | 850,208 | +1.9% | 1.20% | +335.0% |
| Q4 2020 | $6,893,000 | +65.1% | 834,218 | +914.4% | 0.28% | +28.2% |
| Q3 2020 | $4,176,000 | -17.3% | 82,238 | -17.4% | 0.22% | -23.1% |
| Q2 2020 | $5,049,000 | +2362.9% | 99,538 | +2299.1% | 0.28% | +1907.1% |
| Q1 2020 | $205,000 | +91.6% | 4,149 | +94.3% | 0.01% | +133.3% |
| Q4 2019 | $107,000 | +75.4% | 2,135 | +74.4% | 0.01% | +50.0% |
| Q1 2019 | $61,000 | -44.5% | 1,224 | -44.4% | 0.00% | -50.0% |
| Q4 2018 | $110,000 | – | 2,203 | – | 0.01% | – |
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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% |