J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 658 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $715,567 | -5.5% | 14,260 | -5.6% | 0.47% | -5.8% |
| Q2 2023 | $757,365 | -0.4% | 15,105 | 0.0% | 0.50% | -4.2% |
| Q1 2023 | $760,084 | -5.9% | 15,105 | -6.2% | 0.52% | -11.2% |
| Q4 2022 | $807,344 | -0.1% | 16,105 | 0.0% | 0.59% | -4.2% |
| Q3 2022 | $808,000 | +0.1% | 16,105 | 0.0% | 0.61% | +5.1% |
| Q2 2022 | $807,000 | -1.6% | 16,105 | -1.2% | 0.58% | +7.6% |
| Q1 2022 | $820,000 | -8.4% | 16,305 | -8.0% | 0.54% | -13.3% |
| Q4 2021 | $895,000 | -10.5% | 17,720 | -10.1% | 0.63% | -18.1% |
| Q3 2021 | $1,000,000 | -0.1% | 19,720 | 0.0% | 0.76% | +1.7% |
| Q2 2021 | $1,001,000 | +9.0% | 19,720 | +9.0% | 0.75% | +1.5% |
| Q1 2021 | $918,000 | -46.3% | 18,095 | -46.2% | 0.74% | -18.9% |
| Q4 2020 | $1,710,000 | +234.0% | 33,660 | +233.9% | 0.91% | +48.3% |
| Q3 2020 | $512,000 | – | 10,080 | – | 0.62% | – |
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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% |