J P MORGAN EXCHANGE-TRADED F's ticker is JMST and the CUSIP is 46641Q654. A total of 170 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,717,694 | -18.6% | 53,869 | -18.3% | 1.72% | -20.5% |
| Q2 2023 | $3,339,253 | -10.8% | 65,928 | -10.6% | 2.16% | -12.8% |
| Q1 2023 | $3,743,388 | -17.8% | 73,740 | -18.2% | 2.48% | -16.8% |
| Q4 2022 | $4,556,709 | -9.2% | 90,169 | -9.7% | 2.98% | -7.6% |
| Q3 2022 | $5,020,000 | -19.5% | 99,803 | -19.0% | 3.22% | -15.4% |
| Q2 2022 | $6,238,000 | -14.5% | 123,160 | -14.5% | 3.81% | -3.5% |
| Q1 2022 | $7,292,000 | -10.7% | 143,998 | -10.0% | 3.95% | -5.9% |
| Q4 2021 | $8,165,000 | +15.5% | 159,910 | +15.6% | 4.20% | +5.5% |
| Q3 2021 | $7,068,000 | +30.8% | 138,387 | +30.8% | 3.98% | +26.3% |
| Q2 2021 | $5,403,000 | +35.2% | 105,837 | +35.2% | 3.15% | +26.9% |
| Q1 2021 | $3,996,000 | +66.5% | 78,299 | +66.5% | 2.48% | +58.3% |
| Q4 2020 | $2,400,000 | +28.8% | 47,014 | +28.7% | 1.57% | +20.9% |
| Q3 2020 | $1,863,000 | +74.1% | 36,543 | +74.1% | 1.30% | +70.3% |
| Q2 2020 | $1,070,000 | – | 20,986 | – | 0.76% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Corbenic Partners LLC | 1,007,977 | $51,044,000 | 11.10% |
| Auxano Advisors, LLC | 382,697 | $19,380,000 | 8.25% |
| CEERA INVESTMENTS, LLC | 246,893 | $12,503,000 | 6.23% |
| Bridgewater Advisors Inc. | 466,897 | $23,644,000 | 5.75% |
| TMD Wealth Management, LLC | 289,608 | $14,666,000 | 5.64% |
| John W. Brooker & Co., CPAs | 143,998 | $7,292,000 | 3.95% |
| Slow Capital, Inc. | 410,352 | $20,780,000 | 3.88% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 1,831,209 | $92,732,000 | 3.31% |
| Kathmere Capital Management, LLC | 366,308 | $18,550,000 | 3.16% |
| WEATHERLY ASSET MANAGEMENT L. P. | 523,092 | $26,489,000 | 3.10% |