J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 778 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $709,687 | +13.0% | 14,143 | +12.9% | 0.39% | +8.9% |
| Q2 2023 | $627,868 | +9.3% | 12,522 | +9.7% | 0.36% | -1.4% |
| Q1 2023 | $574,302 | -2.6% | 11,413 | -3.0% | 0.36% | -13.5% |
| Q4 2022 | $589,880 | -16.1% | 11,767 | -16.1% | 0.42% | -15.8% |
| Q3 2022 | $703,000 | -81.5% | 14,018 | -81.5% | 0.50% | -76.8% |
| Q2 2022 | $3,798,000 | -15.1% | 75,824 | -14.8% | 2.16% | +1.1% |
| Q1 2022 | $4,472,000 | +4.1% | 88,950 | +4.5% | 2.14% | +7.8% |
| Q4 2021 | $4,295,000 | +17.4% | 85,086 | +17.9% | 1.98% | +4.3% |
| Q3 2021 | $3,659,000 | -4.9% | 72,146 | -4.8% | 1.90% | -7.9% |
| Q2 2021 | $3,846,000 | +3.3% | 75,801 | +3.3% | 2.07% | -3.0% |
| Q1 2021 | $3,723,000 | +34.5% | 73,349 | +34.6% | 2.13% | +18.4% |
| Q4 2020 | $2,768,000 | -2.3% | 54,503 | -2.3% | 1.80% | -26.9% |
| Q3 2020 | $2,833,000 | +3.4% | 55,780 | +3.3% | 2.46% | -17.4% |
| Q2 2020 | $2,740,000 | +6.1% | 54,017 | +3.9% | 2.98% | -9.3% |
| Q1 2020 | $2,583,000 | +3.6% | 52,013 | +5.2% | 3.29% | +53.8% |
| Q4 2019 | $2,494,000 | – | 49,458 | – | 2.14% | – |
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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% |