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 | $16,468,574 | +7.7% | 328,190 | +7.6% | 4.81% | +11.4% |
| Q2 2023 | $15,296,711 | +10.9% | 305,080 | +11.3% | 4.32% | +2.7% |
| Q1 2023 | $13,793,970 | +13.9% | 274,125 | +13.5% | 4.21% | +3.4% |
| Q4 2022 | $12,107,147 | +0.2% | 241,515 | +0.3% | 4.07% | -6.0% |
| Q3 2022 | $12,080,000 | -0.1% | 240,824 | -0.2% | 4.33% | +4.9% |
| Q2 2022 | $12,087,000 | -11.4% | 241,298 | -11.1% | 4.13% | +8.9% |
| Q1 2022 | $13,637,000 | -3.8% | 271,285 | -3.4% | 3.79% | +5.2% |
| Q4 2021 | $14,171,000 | +4.2% | 280,717 | +4.7% | 3.60% | -1.7% |
| Q3 2021 | $13,605,000 | +4.4% | 268,231 | +4.5% | 3.67% | +5.2% |
| Q2 2021 | $13,027,000 | +16.6% | 256,738 | +16.6% | 3.48% | +12.1% |
| Q1 2021 | $11,177,000 | -7.8% | 220,186 | -7.8% | 3.11% | -17.5% |
| Q4 2020 | $12,125,000 | +3.3% | 238,727 | +3.3% | 3.77% | -10.7% |
| Q3 2020 | $11,742,000 | +179.8% | 231,173 | +179.4% | 4.22% | +172.6% |
| Q2 2020 | $4,197,000 | +47.2% | 82,736 | +44.1% | 1.55% | +6.2% |
| Q1 2020 | $2,852,000 | +344.2% | 57,428 | +350.8% | 1.46% | +632.7% |
| Q4 2019 | $642,000 | – | 12,740 | – | 0.20% | – |
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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% |