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 | $1,082 | +44.3% | 21,563 | +44.1% | 0.82% | +54.7% |
| Q2 2023 | $750 | -1.7% | 14,963 | -1.3% | 0.53% | -3.6% |
| Q1 2023 | $763 | -11.2% | 15,163 | -11.5% | 0.55% | -12.6% |
| Q4 2022 | $859 | -100.0% | 17,130 | -61.5% | 0.63% | -65.3% |
| Q3 2022 | $2,231,000 | -49.3% | 44,480 | -49.3% | 1.80% | -43.1% |
| Q2 2022 | $4,397,000 | -9.2% | 87,780 | -8.9% | 3.17% | +6.6% |
| Q1 2022 | $4,843,000 | -3.8% | 96,330 | -3.4% | 2.97% | +0.7% |
| Q4 2021 | $5,034,000 | +29.8% | 99,730 | +30.5% | 2.95% | +16.4% |
| Q3 2021 | $3,877,000 | +0.1% | 76,430 | +0.1% | 2.54% | +2.6% |
| Q2 2021 | $3,875,000 | -0.4% | 76,365 | -0.3% | 2.47% | -6.2% |
| Q1 2021 | $3,889,000 | +9.4% | 76,615 | +9.4% | 2.64% | -4.4% |
| Q4 2020 | $3,556,000 | +14.0% | 70,015 | +14.0% | 2.76% | +2.5% |
| Q3 2020 | $3,119,000 | +21.0% | 61,405 | +20.9% | 2.69% | +11.4% |
| Q2 2020 | $2,577,000 | +52.1% | 50,805 | +49.0% | 2.41% | +34.1% |
| Q1 2020 | $1,694,000 | -43.4% | 34,100 | -42.5% | 1.80% | -24.2% |
| Q4 2019 | $2,993,000 | +33.3% | 59,350 | +33.3% | 2.37% | +25.1% |
| Q3 2019 | $2,246,000 | +45.5% | 44,540 | +45.4% | 1.90% | +43.1% |
| Q2 2019 | $1,544,000 | +56.3% | 30,640 | +55.9% | 1.33% | +47.2% |
| Q1 2019 | $988,000 | – | 19,650 | – | 0.90% | – |
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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% |