J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 24 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $39,554,286 | -35.3% | 788,248 | -35.3% | 5.09% | -28.3% |
| Q2 2023 | $61,100,845 | +13.5% | 1,218,605 | +13.9% | 7.10% | +3.7% |
| Q1 2023 | $53,850,215 | -6.7% | 1,070,155 | -7.1% | 6.85% | -9.9% |
| Q4 2022 | $57,734,999 | +133.9% | 1,151,706 | +134.1% | 7.60% | +104.7% |
| Q3 2022 | $24,681,000 | -6.7% | 492,051 | -6.9% | 3.71% | -3.4% |
| Q2 2022 | $26,460,000 | -17.6% | 528,240 | -17.3% | 3.84% | -13.9% |
| Q1 2022 | $32,103,000 | +0.7% | 638,604 | +1.1% | 4.46% | -0.8% |
| Q4 2021 | $31,881,000 | +7.5% | 631,554 | +8.1% | 4.50% | -2.1% |
| Q3 2021 | $29,643,000 | +7977.1% | 584,444 | +7984.7% | 4.59% | +5237.2% |
| Q3 2020 | $367,000 | -8.2% | 7,229 | -8.3% | 0.09% | -17.3% |
| Q2 2020 | $400,000 | +3.9% | 7,887 | +1.7% | 0.10% | -13.3% |
| Q1 2020 | $385,000 | – | 7,757 | – | 0.12% | – |
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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% |