J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 695 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.3%.
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 ↓ |
|---|---|---|---|
| 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% |