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 | $3,366,375 | +44.2% | 67,086 | +44.0% | 2.37% | +49.5% |
| Q2 2023 | $2,335,170 | +90270.4% | 46,573 | -9.7% | 1.59% | -28.9% |
| Q4 2022 | $2,584 | -99.9% | 51,552 | -4.5% | 2.23% | -16.2% |
| Q3 2022 | $2,708,000 | -1.3% | 53,987 | -1.4% | 2.66% | +10.2% |
| Q2 2022 | $2,743,000 | -16.1% | 54,770 | -15.8% | 2.42% | -1.5% |
| Q1 2022 | $3,270,000 | -43.0% | 65,044 | -42.8% | 2.46% | -41.5% |
| Q4 2021 | $5,739,000 | +3.7% | 113,695 | +4.2% | 4.20% | -5.0% |
| Q3 2021 | $5,535,000 | +6.7% | 109,124 | +6.7% | 4.42% | +12.6% |
| Q2 2021 | $5,188,000 | 0.0% | 102,251 | +0.0% | 3.92% | -7.3% |
| Q1 2021 | $5,188,000 | +18.6% | 102,214 | +18.7% | 4.23% | +10.9% |
| Q4 2020 | $4,374,000 | +8.8% | 86,123 | +8.8% | 3.81% | -4.1% |
| Q3 2020 | $4,021,000 | +515.8% | 79,170 | +515.5% | 3.98% | +484.3% |
| Q2 2020 | $653,000 | +213.9% | 12,863 | +212.0% | 0.68% | +232.2% |
| Q4 2019 | $208,000 | – | 4,123 | – | 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% |