Symphony Financial, Ltd. Co. - J P MORGAN EXCHANGE-TRADED F ownership

J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 956 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.

Quarter-by-quarter ownership
Symphony Financial, Ltd. Co. ownership history of J P MORGAN EXCHANGE-TRADED F
ValueSharesWeighting
Q2 2024$8,467,850
+7.1%
167,811
+7.0%
1.55%
-16.1%
Q1 2024$7,908,796
+8.4%
156,765
+8.2%
1.84%
+17.5%
Q4 2023$7,296,338
+7.5%
144,858
+6.7%
1.57%
-5.5%
Q3 2023$6,784,204
+5.8%
135,762
+6.2%
1.66%
+5.5%
Q2 2023$6,409,458
-9.1%
127,857
-8.8%
1.57%
-13.8%
Q1 2023$7,054,503
+18.9%
140,248
+18.6%
1.83%
+16.4%
Q4 2022$5,931,077
-15.1%
118,291
-15.1%
1.57%
-31.3%
Q3 2022$6,985,000
-10.8%
139,300
-10.9%
2.28%
-1.4%
Q2 2022$7,832,000
-36.8%
156,366
-36.6%
2.32%
-20.5%
Q1 2022$12,400,000
-33.2%
246,748
-32.9%
2.91%
-43.5%
Q4 2021$18,574,000
-16.3%
367,946
-15.9%
5.15%
-33.4%
Q3 2021$22,202,000
-5.6%
437,745
-5.6%
7.73%
-3.4%
Q2 2021$23,522,000
-29.8%
463,661
-29.9%
8.00%
-9.7%
Q1 2021$33,531,000
-18.3%
661,156
-18.1%
8.86%
-39.8%
Q4 2020$41,022,000
-20.0%
807,685
-20.0%
14.72%
-29.6%
Q3 2020$51,267,000
+15.3%
1,009,301
+15.2%
20.91%
-2.7%
Q2 2020$44,455,000
+22.3%
876,308
+19.7%
21.50%
-14.2%
Q1 2020$36,346,000731,90525.05%
Other shareholders
J P MORGAN EXCHANGE-TRADED F shareholders Q4 2023
NameSharesValueWeighting ↓
REDW Wealth LLC 1,132,887$57,132,00031.82%
Financial Perspectives, Inc 544,854$27,476,97518.75%
3EDGE Asset Management, LP 3,028,051$152,705,00017.49%
LAU ASSOCIATES LLC 679,594$34,272,00017.06%
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 1,437,720$72,504,00016.71%
Paragon Advisors, LLC 265,495$13,398,00014.46%
Quaker Wealth Management, LLC 463,252$23,362,00013.89%
Cardinal Strategic Wealth Guidance 259,157$13,069,00011.24%
Compass Financial Group, Inc. 227,363$11,466,00010.35%
Roof Eidam Maycock Peralta, LLC 528,711$26,663,00010.27%
View complete list of J P MORGAN EXCHANGE-TRADED F shareholders