J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 658 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $892,795 | +8.1% | 17,792 | +8.1% | 0.25% | +9.7% |
| Q2 2023 | $825,558 | -3.5% | 16,465 | -3.1% | 0.23% | -9.9% |
| Q1 2023 | $855,404 | -19.0% | 16,999 | -19.3% | 0.25% | -34.0% |
| Q4 2022 | $1,056,158 | -1.8% | 21,068 | -1.7% | 0.38% | -11.2% |
| Q3 2022 | $1,075,000 | -2.2% | 21,423 | -2.3% | 0.43% | +0.7% |
| Q2 2022 | $1,099,000 | +8.2% | 21,933 | +8.5% | 0.43% | +14.5% |
| Q1 2022 | $1,016,000 | -2.5% | 20,218 | -2.2% | 0.37% | -4.8% |
| Q4 2021 | $1,042,000 | -32.7% | 20,664 | -32.3% | 0.39% | -35.8% |
| Q3 2021 | $1,548,000 | -22.7% | 30,529 | -22.7% | 0.61% | -33.7% |
| Q2 2021 | $2,003,000 | -29.1% | 39,474 | -29.1% | 0.92% | -32.9% |
| Q1 2021 | $2,826,000 | -16.6% | 55,687 | -16.5% | 1.37% | -26.5% |
| Q4 2020 | $3,389,000 | -4.1% | 66,716 | -4.1% | 1.87% | -17.0% |
| Q3 2020 | $3,535,000 | +40.7% | 69,590 | +40.6% | 2.25% | +14.5% |
| Q2 2020 | $2,512,000 | +48.1% | 49,512 | +45.0% | 1.97% | +13.4% |
| Q1 2020 | $1,696,000 | +69.4% | 34,145 | +72.3% | 1.74% | +143.7% |
| Q4 2019 | $1,001,000 | +12.6% | 19,817 | +12.4% | 0.71% | +3.0% |
| Q3 2019 | $889,000 | +17.7% | 17,626 | +17.7% | 0.69% | +13.8% |
| Q2 2019 | $755,000 | +1.3% | 14,979 | +1.1% | 0.61% | +0.7% |
| Q1 2019 | $745,000 | +210.4% | 14,811 | +209.9% | 0.60% | +116.1% |
| Q4 2018 | $240,000 | – | 4,780 | – | 0.28% | – |
Download | ||||||
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% |