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 | $214,168 | -40.5% | 4,268 | -40.5% | 0.20% | -36.9% |
| Q2 2023 | $359,704 | -72.2% | 7,174 | -72.1% | 0.31% | -71.1% |
| Q1 2023 | $1,295,639 | -47.6% | 25,748 | -47.8% | 1.08% | -46.7% |
| Q4 2022 | $2,471,122 | -47.9% | 49,294 | -47.9% | 2.03% | -39.7% |
| Q3 2022 | $4,745,000 | -3.8% | 94,607 | -4.0% | 3.36% | -35.7% |
| Q2 2022 | $4,934,000 | -25.9% | 98,505 | -25.6% | 5.23% | +44.2% |
| Q1 2022 | $6,655,000 | +7.9% | 132,402 | +8.4% | 3.62% | +11.4% |
| Q4 2021 | $6,166,000 | +90.2% | 122,150 | +91.1% | 3.25% | +79.5% |
| Q3 2021 | $3,241,000 | -3.9% | 63,905 | -3.8% | 1.81% | -2.3% |
| Q2 2021 | $3,371,000 | -3.5% | 66,437 | -3.5% | 1.85% | -9.3% |
| Q1 2021 | $3,495,000 | +87.3% | 68,874 | +87.4% | 2.04% | +75.7% |
| Q4 2020 | $1,866,000 | +1.1% | 36,745 | +1.1% | 1.16% | -11.6% |
| Q3 2020 | $1,846,000 | +12.7% | 36,350 | +12.5% | 1.32% | -1.6% |
| Q2 2020 | $1,638,000 | +119.9% | 32,300 | +115.3% | 1.34% | +70.9% |
| Q1 2020 | $745,000 | – | 15,000 | – | 0.78% | – |
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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% |