J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 658 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,323,876 | -19.2% | 46,311 | -19.3% | 0.22% | -23.8% |
| Q2 2023 | $2,877,305 | -0.5% | 57,385 | -0.1% | 0.29% | -8.9% |
| Q1 2023 | $2,891,463 | +9.1% | 57,462 | +8.7% | 0.31% | -0.6% |
| Q4 2022 | $2,651,149 | -19.0% | 52,885 | -19.0% | 0.32% | -24.9% |
| Q3 2022 | $3,275,000 | -1.1% | 65,292 | -1.2% | 0.42% | -0.9% |
| Q2 2022 | $3,311,000 | -24.1% | 66,103 | -23.8% | 0.42% | -1.4% |
| Q1 2022 | $4,363,000 | -15.7% | 86,782 | -15.4% | 0.43% | -20.5% |
| Q4 2021 | $5,176,000 | -19.8% | 102,528 | -19.4% | 0.54% | -31.6% |
| Q3 2021 | $6,454,000 | -7.6% | 127,246 | -7.6% | 0.79% | -14.7% |
| Q2 2021 | $6,988,000 | +60.5% | 137,714 | +60.5% | 0.93% | +39.8% |
| Q1 2021 | $4,355,000 | +1.8% | 85,811 | +1.9% | 0.66% | -10.6% |
| Q4 2020 | $4,276,000 | +102.7% | 84,180 | +102.7% | 0.74% | +82.6% |
| Q3 2020 | $2,110,000 | +57.8% | 41,534 | +57.6% | 0.41% | +33.4% |
| Q2 2020 | $1,337,000 | +18.2% | 26,349 | +15.7% | 0.30% | -3.2% |
| Q1 2020 | $1,131,000 | – | 22,774 | – | 0.32% | – |
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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% |