J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 849 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $937,093 | -50.9% | 18,623 | -51.1% | 0.58% | -52.9% |
| Q4 2022 | $1,907,528 | -6.4% | 38,052 | -6.3% | 1.24% | -8.6% |
| Q3 2022 | $2,038,000 | -3.5% | 40,631 | -3.7% | 1.35% | -5.1% |
| Q2 2022 | $2,113,000 | -13.4% | 42,201 | -13.1% | 1.42% | -6.2% |
| Q1 2022 | $2,440,000 | -14.2% | 48,544 | -13.8% | 1.52% | -5.8% |
| Q4 2021 | $2,844,000 | -8.6% | 56,341 | -8.2% | 1.61% | -10.2% |
| Q3 2021 | $3,113,000 | +0.6% | 61,384 | +0.7% | 1.79% | -13.5% |
| Q2 2021 | $3,094,000 | +232.0% | 60,987 | +232.1% | 2.07% | -51.5% |
| Q1 2021 | $932,000 | +71.6% | 18,365 | +71.6% | 4.28% | -17.1% |
| Q4 2020 | $543,000 | -96.4% | 10,701 | -96.4% | 5.16% | -44.7% |
| Q3 2020 | $15,177,000 | -0.3% | 298,781 | -0.4% | 9.33% | +18.4% |
| Q2 2020 | $15,225,000 | +27.4% | 300,068 | +24.7% | 7.88% | -20.1% |
| Q1 2020 | $11,955,000 | -9.2% | 240,703 | -7.8% | 9.87% | +13.7% |
| Q4 2019 | $13,166,000 | – | 261,070 | – | 8.68% | – |
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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% |