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 ↓ |
|---|---|---|---|
| Asset Management Resources, LLC | 963,346 | $48,340,727 | 30.02% |
| McCarthy Asset Management, Inc. | 626,080 | $31,416,687 | 23.05% |
| ACT Advisors, LLC. | 620,671 | $31,145,271 | 19.29% |
| Arcus Capital Partners, LLC | 1,156,309 | $58,023,566 | 17.81% |
| Marks Wealth, LLC | 9,167 | $460,000 | 17.46% |
| Cornerstone Management, Inc. | 1,274,034 | $63,931,016 | 17.08% |
| Meridian Financial Partners LLC | 256,787 | $12,865 | 13.17% |
| Paradigm, Strategies in Wealth Management, LLC | 391,474 | $19,644,151 | 12.52% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 397,608 | $19,896,305 | 11.88% |
| Smart Portfolios, LLC | 118,624 | $5,952,555 | 10.69% |