Sargent Investment Group, LLC - J P MORGAN EXCHANGE-TRADED F ownership

J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 941 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.3%.

Quarter-by-quarter ownership
Sargent Investment Group, LLC ownership history of J P MORGAN EXCHANGE-TRADED F
ValueSharesWeighting
Q2 2024$2,587,546
-14.2%
51,269
-14.3%
0.53%
-20.1%
Q1 2024$3,016,860
-38.8%
59,799
-39.1%
0.66%
-38.8%
Q4 2023$4,928,919
-13.6%
98,127
-13.6%
1.08%
-21.4%
Q3 2023$5,702,104
+6.8%
113,633
+6.7%
1.37%
+5.9%
Q2 2023$5,340,913
+5.2%
106,520
+5.3%
1.30%
-3.1%
Q1 2023$5,075,699
-0.1%
101,170
-0.2%
1.34%
-15.2%
Q4 2022$5,080,174
-1.3%
101,340
-1.4%
1.58%
-1.5%
Q3 2022$5,147,000
+5.4%
102,805
+5.5%
1.60%
+6.2%
Q2 2022$4,882,000
-13.4%
97,460
-13.1%
1.51%
+6.2%
Q1 2022$5,637,000
-2.7%
112,140
-2.3%
1.42%
+7.5%
Q4 2021$5,796,000
-3.5%
114,825
-3.0%
1.32%
-9.4%
Q3 2021$6,007,000
+9.0%
118,425
+9.0%
1.46%
+11.5%
Q2 2021$5,513,000
+0.7%
108,650
+0.7%
1.31%
-9.4%
Q1 2021$5,477,000
-4.7%
107,920
-4.6%
1.44%
-20.5%
Q4 2020$5,748,000
-3.2%
113,165
-3.2%
1.82%
-15.9%
Q3 2020$5,936,000
-1.4%
116,865
-1.6%
2.16%
-4.5%
Q2 2020$6,022,000
+16.6%
118,750
+14.2%
2.26%
-4.8%
Q1 2020$5,166,000
-50.6%
104,000
-49.9%
2.38%
+21.4%
Q4 2019$10,459,000
+111.1%
207,400
+111.1%
1.96%
-12.0%
Q3 2019$4,954,000
-4.0%
98,250
-4.1%
2.22%
-5.6%
Q2 2019$5,163,000
-15.8%
102,470
-15.9%
2.36%
-20.1%
Q1 2019$6,130,000
+122.2%
121,870
+121.4%
2.95%
+74.1%
Q4 2018$2,759,00055,0401.70%
Other shareholders
J P MORGAN EXCHANGE-TRADED F shareholders Q2 2023
NameSharesValueWeighting ↓
REDW Wealth LLC 1,132,887$57,132,00031.82%
Financial Perspectives, Inc 544,854$27,476,97518.75%
3EDGE Asset Management, LP 3,028,051$152,705,00017.49%
LAU ASSOCIATES LLC 679,594$34,272,00017.06%
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 1,437,720$72,504,00016.71%
Paragon Advisors, LLC 265,495$13,398,00014.46%
Quaker Wealth Management, LLC 463,252$23,362,00013.89%
Cardinal Strategic Wealth Guidance 259,157$13,069,00011.24%
Compass Financial Group, Inc. 227,363$11,466,00010.35%
Roof Eidam Maycock Peralta, LLC 528,711$26,663,00010.27%
View complete list of J P MORGAN EXCHANGE-TRADED F shareholders