J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 678 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,694,595 | +27.6% | 53,697 | +27.5% | 0.49% | +30.9% |
| Q2 2023 | $2,112,008 | +60.8% | 42,123 | +61.4% | 0.37% | +52.5% |
| Q1 2023 | $1,313,606 | +33.1% | 26,106 | +32.6% | 0.24% | -39.2% |
| Q4 2022 | $986,791 | +22.1% | 19,685 | +22.2% | 0.40% | +9.3% |
| Q3 2022 | $808,000 | -12.8% | 16,103 | -12.8% | 0.37% | +1.4% |
| Q2 2022 | $927,000 | -3.2% | 18,473 | -3.1% | 0.36% | +19.5% |
| Q1 2022 | $958,000 | -28.5% | 19,056 | -28.3% | 0.30% | -27.5% |
| Q4 2021 | $1,339,000 | +29.7% | 26,593 | +30.4% | 0.42% | +14.5% |
| Q3 2021 | $1,032,000 | -15.3% | 20,395 | -15.0% | 0.36% | -17.8% |
| Q2 2021 | $1,218,000 | -32.2% | 24,008 | -32.2% | 0.44% | -37.4% |
| Q1 2021 | $1,796,000 | -20.3% | 35,385 | -20.2% | 0.71% | -26.5% |
| Q4 2020 | $2,253,000 | +22.3% | 44,353 | +22.2% | 0.96% | +4.6% |
| Q3 2020 | $1,842,000 | -16.5% | 36,299 | -16.5% | 0.92% | -38.2% |
| Q2 2020 | $2,206,000 | +61.3% | 43,476 | +57.8% | 1.49% | +22.8% |
| Q1 2020 | $1,368,000 | -17.0% | 27,549 | -15.7% | 1.22% | -6.5% |
| Q4 2019 | $1,648,000 | – | 32,669 | – | 1.30% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Asset Management Resources, LLC | 963,346 | $48,340,727 | 30.02% |
| McCarthy Asset Management, Inc. | 626,080 | $31,416,687 | 23.05% |
| ACT Advisors, LLC. | 620,671 | $31,145,271 | 19.29% |
| Arcus Capital Partners, LLC | 1,156,309 | $58,023,566 | 17.81% |
| Marks Wealth, LLC | 9,167 | $460,000 | 17.46% |
| Cornerstone Management, Inc. | 1,274,034 | $63,931,016 | 17.08% |
| Meridian Financial Partners LLC | 256,787 | $12,865 | 13.17% |
| Paradigm, Strategies in Wealth Management, LLC | 391,474 | $19,644,151 | 12.52% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 397,608 | $19,896,305 | 11.88% |
| Smart Portfolios, LLC | 118,624 | $5,952,555 | 10.69% |