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 | $782,206 | +0.1% | 15,588 | 0.0% | 0.20% | -2.8% |
| Q2 2023 | $781,582 | -25.5% | 15,588 | -25.2% | 0.21% | -31.5% |
| Q1 2023 | $1,048,669 | +0.4% | 20,840 | -0.0% | 0.31% | -10.2% |
| Q4 2022 | $1,044,860 | -20.6% | 20,843 | -20.6% | 0.34% | -26.1% |
| Q3 2022 | $1,316,000 | -15.2% | 26,245 | -15.2% | 0.46% | -10.9% |
| Q2 2022 | $1,551,000 | -22.0% | 30,964 | -21.7% | 0.52% | -24.1% |
| Q1 2022 | $1,988,000 | -6.8% | 39,549 | -5.9% | 0.69% | -13.9% |
| Q3 2021 | $2,132,000 | +3.1% | 42,030 | +3.1% | 0.80% | -2.7% |
| Q2 2021 | $2,068,000 | -3.9% | 40,747 | -4.0% | 0.82% | -10.3% |
| Q1 2021 | $2,153,000 | -8.3% | 42,423 | -8.3% | 0.91% | -15.0% |
| Q4 2020 | $2,349,000 | +2.1% | 46,257 | +2.1% | 1.07% | -14.8% |
| Q3 2020 | $2,301,000 | +157.4% | 45,302 | +157.1% | 1.26% | +140.2% |
| Q2 2020 | $894,000 | +179.4% | 17,618 | +173.1% | 0.52% | +127.3% |
| Q1 2020 | $320,000 | -49.8% | 6,452 | -49.0% | 0.23% | -43.4% |
| Q4 2019 | $637,000 | – | 12,642 | – | 0.41% | – |
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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% |