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 | $14,980,752 | -28.2% | 298,540 | -28.3% | 9.47% | -29.9% |
| Q2 2023 | $20,875,441 | -7.6% | 416,343 | -7.3% | 13.51% | -9.6% |
| Q1 2023 | $22,587,585 | -3.8% | 449,325 | -4.1% | 14.96% | -2.6% |
| Q4 2022 | $23,483,523 | +1.5% | 468,452 | +1.6% | 15.35% | +3.3% |
| Q3 2022 | $23,139,000 | +22.2% | 461,298 | +22.0% | 14.87% | +28.4% |
| Q2 2022 | $18,939,000 | +4.9% | 378,099 | +5.0% | 11.58% | +18.3% |
| Q1 2022 | $18,060,000 | +3.1% | 360,236 | +3.5% | 9.79% | +8.6% |
| Q4 2021 | $17,521,000 | +0.6% | 348,070 | +1.1% | 9.01% | -8.1% |
| Q3 2021 | $17,414,000 | +6.0% | 344,318 | +6.0% | 9.80% | +2.3% |
| Q2 2021 | $16,429,000 | +6.1% | 324,758 | +6.2% | 9.58% | -0.4% |
| Q1 2021 | $15,478,000 | +5.6% | 305,941 | +6.0% | 9.62% | +0.4% |
| Q4 2020 | $14,659,000 | +11.6% | 288,616 | +11.6% | 9.58% | +4.7% |
| Q3 2020 | $13,139,000 | +25.9% | 258,662 | +25.7% | 9.15% | +23.1% |
| Q2 2020 | $10,440,000 | +29.1% | 205,798 | +26.4% | 7.43% | +27.6% |
| Q1 2020 | $8,086,000 | -7.5% | 162,800 | -6.1% | 5.82% | +4.2% |
| Q4 2019 | $8,742,000 | – | 173,356 | – | 5.59% | – |
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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% |