J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 935 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $318,559 | -0.5% | 6,361 | -0.4% | 0.10% | -2.0% |
| Q2 2023 | $320,094 | -9.7% | 6,384 | -9.3% | 0.10% | -25.0% |
| Q1 2023 | $354,303 | -0.4% | 7,041 | -0.7% | 0.14% | -8.1% |
| Q4 2022 | $355,622 | -22.9% | 7,094 | -22.9% | 0.15% | -29.2% |
| Q3 2022 | $461,000 | +3.8% | 9,198 | +3.7% | 0.21% | +12.4% |
| Q2 2022 | $444,000 | -43.9% | 8,867 | -43.7% | 0.19% | -41.0% |
| Q1 2022 | $791,000 | -20.5% | 15,742 | -20.1% | 0.32% | -22.4% |
| Q4 2021 | $995,000 | -13.3% | 19,711 | -12.9% | 0.41% | -20.7% |
| Q3 2021 | $1,147,000 | -49.8% | 22,624 | -49.8% | 0.51% | -51.6% |
| Q2 2021 | $2,286,000 | -17.8% | 45,050 | -17.8% | 1.06% | -26.6% |
| Q1 2021 | $2,781,000 | -9.0% | 54,792 | -9.0% | 1.44% | -15.5% |
| Q4 2020 | $3,057,000 | +1.9% | 60,183 | +1.9% | 1.70% | -15.6% |
| Q3 2020 | $2,999,000 | -2.4% | 59,044 | -2.6% | 2.02% | -11.8% |
| Q2 2020 | $3,074,000 | -6.7% | 60,591 | -8.6% | 2.29% | -23.3% |
| Q1 2020 | $3,293,000 | +29.1% | 66,299 | +31.1% | 2.98% | +45.1% |
| Q4 2019 | $2,551,000 | – | 50,578 | – | 2.06% | – |
Download | ||||||
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% |