J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 695 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,506,166 | -6.8% | 189,441 | -6.9% | 0.12% | +5.5% |
| Q2 2023 | $10,202,294 | +70.5% | 203,476 | +70.5% | 0.11% | -48.1% |
| Q4 2022 | $5,982,041 | +35.2% | 119,331 | +35.2% | 0.21% | +20.0% |
| Q3 2022 | $4,426,000 | +61.9% | 88,231 | +61.6% | 0.18% | +59.1% |
| Q2 2022 | $2,734,000 | -48.4% | 54,591 | -48.2% | 0.11% | -40.9% |
| Q1 2022 | $5,301,000 | +3.2% | 105,453 | +3.7% | 0.19% | +8.1% |
| Q4 2021 | $5,135,000 | -9.3% | 101,714 | -8.9% | 0.17% | -17.3% |
| Q3 2021 | $5,660,000 | -1.1% | 111,602 | -1.1% | 0.21% | -7.6% |
| Q2 2021 | $5,724,000 | -9.5% | 112,812 | -9.5% | 0.22% | -17.9% |
| Q1 2021 | $6,327,000 | -12.9% | 124,649 | -12.8% | 0.27% | -19.2% |
| Q4 2020 | $7,260,000 | -2.8% | 142,948 | -2.8% | 0.34% | -12.6% |
| Q3 2020 | $7,467,000 | -55.4% | 147,000 | -55.5% | 0.39% | -57.2% |
| Q2 2020 | $16,755,000 | +82.4% | 330,284 | +78.6% | 0.91% | +43.7% |
| Q1 2020 | $9,185,000 | – | 184,916 | – | 0.63% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| REDW Wealth LLC | 1,415,002 | $71,429,000 | 20.75% |
| Aspire Capital Advisors LLC | 113,686 | $5,739,000 | 19.17% |
| MASON STREET ADVISORS, LLC | 493,250 | $24,899,000 | 18.10% |
| SUN LIFE FINANCIAL INC | 9,501,354 | $479,628,000 | 17.80% |
| Cornerstone Management, Inc. | 1,116,747 | $56,373,366 | 15.56% |
| Paradigm Capital Management, LLC/NV | 282,614 | $14,266,000 | 14.18% |
| Pinion Investment Advisors, LLC | 758,594 | $38,376,000 | 14.08% |
| McCarthy Asset Management, Inc. | 382,561 | $19,312,000 | 13.28% |
| TERRIL BROTHERS, INC. | 1,160,010 | $58,557,000 | 12.87% |
| Paradigm, Strategies in Wealth Management, LLC | 247,331 | $12,485,000 | 12.65% |