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 | $267,362 | -5.0% | 5,328 | -5.1% | 0.27% | -12.1% |
| Q2 2023 | $281,368 | -3.6% | 5,612 | -3.2% | 0.31% | -10.3% |
| Q1 2023 | $291,856 | -7.6% | 5,800 | -7.9% | 0.34% | -1.4% |
| Q4 2022 | $315,819 | -9.8% | 6,300 | -9.7% | 0.35% | -3.6% |
| Q3 2022 | $350,000 | -18.0% | 6,975 | -18.1% | 0.36% | -4.8% |
| Q2 2022 | $427,000 | -7.8% | 8,515 | -7.6% | 0.38% | +8.3% |
| Q1 2022 | $463,000 | +8.9% | 9,215 | +9.5% | 0.35% | +13.0% |
| Q4 2021 | $425,000 | -13.8% | 8,415 | -13.4% | 0.31% | -22.8% |
| Q3 2021 | $493,000 | -14.1% | 9,715 | -14.1% | 0.40% | -14.2% |
| Q2 2021 | $574,000 | +16.4% | 11,315 | +16.5% | 0.46% | -17.1% |
| Q1 2021 | $493,000 | -47.9% | 9,715 | -47.9% | 0.56% | -49.1% |
| Q4 2020 | $947,000 | -44.8% | 18,640 | -44.8% | 1.10% | -48.7% |
| Q3 2020 | $1,715,000 | +22.7% | 33,765 | +22.8% | 2.15% | +22.5% |
| Q2 2020 | $1,398,000 | +17.9% | 27,500 | +15.2% | 1.75% | +18.6% |
| Q1 2020 | $1,186,000 | -42.3% | 23,875 | -41.5% | 1.48% | -32.3% |
| Q4 2019 | $2,057,000 | – | 40,780 | – | 2.18% | – |
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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% |