J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 579 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,965,646 | +7.5% | 98,957 | +7.4% | 0.87% | +8.9% |
| Q2 2023 | $4,619,022 | +23.9% | 92,122 | +24.4% | 0.80% | +13.0% |
| Q1 2023 | $3,727,144 | +143.5% | 74,069 | +142.6% | 0.71% | +110.7% |
| Q4 2022 | $1,530,421 | +93.2% | 30,529 | +93.0% | 0.34% | +102.4% |
| Q2 2022 | $792,000 | +181.9% | 15,815 | +183.0% | 0.17% | +277.3% |
| Q1 2022 | $281,000 | +3.7% | 5,589 | +4.0% | 0.04% | +7.3% |
| Q4 2021 | $271,000 | -6.2% | 5,372 | -5.8% | 0.04% | -10.9% |
| Q3 2021 | $289,000 | -18.6% | 5,700 | -18.6% | 0.05% | -16.4% |
| Q2 2021 | $355,000 | +4.4% | 7,000 | +4.5% | 0.06% | -16.7% |
| Q4 2020 | $340,000 | -33.9% | 6,700 | -34.0% | 0.07% | -50.4% |
| Q2 2020 | $514,000 | +0.8% | 10,150 | 0.0% | 0.13% | -31.4% |
| Q1 2020 | $510,000 | – | 10,150 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| REDW Wealth LLC | 1,415,002 | $71,429,000 | 20.75% |
| Aspire Capital Advisors LLC | 113,686 | $5,739,000 | 19.17% |
| MASON STREET ADVISORS, LLC | 493,250 | $24,899,000 | 18.10% |
| SUN LIFE FINANCIAL INC | 9,501,354 | $479,628,000 | 17.80% |
| Cornerstone Management, Inc. | 1,116,747 | $56,373,366 | 15.56% |
| Paradigm Capital Management, LLC/NV | 282,614 | $14,266,000 | 14.18% |
| Pinion Investment Advisors, LLC | 758,594 | $38,376,000 | 14.08% |
| McCarthy Asset Management, Inc. | 382,561 | $19,312,000 | 13.28% |
| TERRIL BROTHERS, INC. | 1,160,010 | $58,557,000 | 12.87% |
| Paradigm, Strategies in Wealth Management, LLC | 247,331 | $12,485,000 | 12.65% |