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 | $529,254 | -5.6% | 10,547 | -5.7% | 0.14% | +3.8% |
| Q2 2023 | $560,554 | +115.2% | 11,180 | +116.0% | 0.13% | +98.5% |
| Q1 2023 | $260,473 | -12.6% | 5,176 | -12.9% | 0.07% | -20.2% |
| Q4 2022 | $298,043 | -21.8% | 5,945 | -21.8% | 0.08% | -31.7% |
| Q3 2022 | $381,266 | -34.4% | 7,601 | -34.5% | 0.12% | -32.4% |
| Q2 2022 | $581,000 | +47.1% | 11,597 | +47.7% | 0.18% | +76.7% |
| Q1 2022 | $395,000 | +59.9% | 7,850 | +61.4% | 0.10% | +39.2% |
| Q3 2021 | $247,000 | -47.4% | 4,865 | -47.4% | 0.07% | -45.6% |
| Q2 2021 | $470,000 | +26.7% | 9,256 | +26.8% | 0.14% | +5.4% |
| Q1 2021 | $371,000 | -22.1% | 7,300 | -22.2% | 0.13% | -23.2% |
| Q4 2020 | $476,000 | +8.2% | 9,378 | +8.3% | 0.17% | -2.9% |
| Q3 2020 | $440,000 | -19.4% | 8,657 | -19.6% | 0.17% | -28.8% |
| Q2 2020 | $546,000 | +51.7% | 10,770 | +48.7% | 0.24% | +21.5% |
| Q1 2020 | $360,000 | -7.7% | 7,245 | -6.2% | 0.20% | +20.5% |
| Q4 2019 | $390,000 | -5.1% | 7,725 | -5.2% | 0.17% | -8.3% |
| Q3 2019 | $411,000 | +17.1% | 8,148 | +17.0% | 0.18% | +11.7% |
| Q2 2019 | $351,000 | -30.6% | 6,964 | -30.7% | 0.16% | -34.1% |
| Q1 2019 | $506,000 | +93.1% | 10,051 | +92.6% | 0.25% | +54.7% |
| Q4 2018 | $262,000 | – | 5,218 | – | 0.16% | – |
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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% |