J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 24 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $853,823 | -45.0% | 17,008 | -45.0% | 0.15% | -43.6% |
| Q2 2023 | $1,551,176 | +4.8% | 30,937 | +5.2% | 0.27% | -1.1% |
| Q1 2023 | $1,479,439 | -0.3% | 29,401 | -0.6% | 0.28% | -10.1% |
| Q4 2022 | $1,483,334 | -42.0% | 29,590 | -42.0% | 0.31% | -47.7% |
| Q3 2022 | $2,557,000 | -8.8% | 50,984 | -8.9% | 0.59% | -0.5% |
| Q2 2022 | $2,803,000 | -16.4% | 55,968 | -16.1% | 0.59% | -2.0% |
| Q1 2022 | $3,353,000 | +10.3% | 66,697 | +10.8% | 0.60% | +12.9% |
| Q4 2021 | $3,039,000 | +8.2% | 60,206 | +8.7% | 0.53% | -21.8% |
| Q3 2021 | $2,809,000 | +16.5% | 55,387 | +16.5% | 0.68% | +11.1% |
| Q2 2021 | $2,412,000 | +427.8% | 47,555 | +428.5% | 0.61% | +387.3% |
| Q1 2021 | $457,000 | +12.6% | 8,998 | +12.5% | 0.13% | +7.7% |
| Q4 2020 | $406,000 | – | 7,995 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| REDW Wealth LLC | 1,048,541 | $52,873,000 | 31.08% |
| LAU ASSOCIATES LLC | 622,472 | $31,388,000 | 16.61% |
| Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 1,298,592 | $65,482,000 | 16.39% |
| Quantitative Advantage, LLC | 981,755 | $49,505,000 | 13.63% |
| Compass Financial Group, Inc. | 227,817 | $11,488,000 | 10.89% |
| Roof Eidam Maycock Peralta, LLC | 529,263 | $26,688,000 | 10.87% |
| EVERMAY WEALTH MANAGEMENT LLC | 729,119 | $36,766,000 | 10.02% |
| Astor Investment Management LLC | 1,227,110 | $61,877,000 | 9.91% |
| Smart Portfolios, LLC | 208,389 | $10,517,000 | 9.32% |
| Cornerstone Management, Inc. | 369,569 | $18,635,499 | 8.54% |