J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 956 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $27,073,789 | -6.8% | 536,433 | -6.8% | 2.86% | -11.9% |
| Q1 2024 | $29,051,958 | -19.7% | 575,856 | -20.0% | 3.25% | -20.3% |
| Q4 2023 | $36,172,615 | -8.5% | 720,140 | -8.6% | 4.08% | -19.8% |
| 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 ↓ |
|---|---|---|---|
| REDW Wealth LLC | 1,132,887 | $57,132,000 | 31.82% |
| Financial Perspectives, Inc | 544,854 | $27,476,975 | 18.75% |
| 3EDGE Asset Management, LP | 3,028,051 | $152,705,000 | 17.49% |
| LAU ASSOCIATES LLC | 679,594 | $34,272,000 | 17.06% |
| Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 1,437,720 | $72,504,000 | 16.71% |
| Paragon Advisors, LLC | 265,495 | $13,398,000 | 14.46% |
| Quaker Wealth Management, LLC | 463,252 | $23,362,000 | 13.89% |
| Cardinal Strategic Wealth Guidance | 259,157 | $13,069,000 | 11.24% |
| Compass Financial Group, Inc. | 227,363 | $11,466,000 | 10.35% |
| Roof Eidam Maycock Peralta, LLC | 528,711 | $26,663,000 | 10.27% |