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 | $1,169,909 | -8.1% | 19,882 | -21.7% | 0.13% | -23.2% |
| Q2 2023 | $1,273,029 | +4.0% | 25,389 | +4.3% | 0.16% | -15.0% |
| Q1 2023 | $1,224,627 | +45.7% | 24,337 | +45.1% | 0.19% | +33.1% |
| Q4 2022 | $840,414 | -61.8% | 16,769 | -61.8% | 0.14% | -63.2% |
| Q3 2022 | $2,200,000 | -19.6% | 43,868 | -20.7% | 0.39% | -19.6% |
| Q2 2022 | $2,736,000 | -13.5% | 55,310 | -12.5% | 0.49% | -49.6% |
| Q1 2022 | $3,164,000 | +2.0% | 63,180 | +2.8% | 0.97% | +72.5% |
| Q4 2021 | $3,101,000 | +120.4% | 61,431 | +121.4% | 0.56% | +65.9% |
| Q3 2021 | $1,407,000 | +31.2% | 27,747 | +28.4% | 0.34% | -37.5% |
| Q2 2021 | $1,072,000 | -70.2% | 21,604 | -69.1% | 0.54% | -75.5% |
| Q1 2021 | $3,599,000 | +165.2% | 69,987 | +162.0% | 2.22% | +113.2% |
| Q4 2020 | $1,357,000 | +60.8% | 26,715 | +60.7% | 1.04% | +35.8% |
| Q3 2020 | $844,000 | +8.5% | 16,625 | +8.3% | 0.77% | +31.7% |
| Q2 2020 | $778,000 | +277.7% | 15,347 | +268.9% | 0.58% | +176.3% |
| Q1 2020 | $206,000 | -66.4% | 4,160 | -65.8% | 0.21% | -38.5% |
| Q4 2019 | $613,000 | – | 12,146 | – | 0.34% | – |
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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% |