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 | $5,400,987 | +1.9% | 107,632 | +1.8% | 2.50% | +6.2% |
| Q2 2023 | $5,300,664 | -0.5% | 105,717 | -0.1% | 2.36% | -4.7% |
| Q1 2023 | $5,325,681 | -28.2% | 105,836 | -28.5% | 2.47% | -30.8% |
| Q4 2022 | $7,421,293 | +13.1% | 148,044 | +13.1% | 3.57% | +2.3% |
| Q3 2022 | $6,564,000 | -27.0% | 130,858 | -27.1% | 3.49% | -23.9% |
| Q2 2022 | $8,992,000 | -33.6% | 179,522 | -33.4% | 4.58% | -26.2% |
| Q1 2022 | $13,541,000 | +105.0% | 269,359 | +105.8% | 6.21% | +101.7% |
| Q4 2021 | $6,606,000 | +0.7% | 130,858 | +1.2% | 3.08% | -10.3% |
| Q3 2021 | $6,558,000 | -14.1% | 129,296 | -14.0% | 3.44% | -14.4% |
| Q2 2021 | $7,632,000 | +1.2% | 150,413 | +1.2% | 4.01% | -9.2% |
| Q1 2021 | $7,542,000 | -68.6% | 148,600 | -68.6% | 4.42% | -69.0% |
| Q4 2020 | $24,015,000 | +84.0% | 472,836 | +84.0% | 14.26% | +54.4% |
| Q3 2020 | $13,055,000 | +4.4% | 257,007 | +4.2% | 9.23% | -0.8% |
| Q2 2020 | $12,510,000 | +5.6% | 246,591 | +3.4% | 9.30% | -14.3% |
| Q1 2020 | $11,843,000 | -9.4% | 238,442 | -8.0% | 10.85% | -3.4% |
| Q4 2019 | $13,069,000 | – | 259,157 | – | 11.24% | – |
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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% |