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 | $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 ↓ |
|---|---|---|---|
| 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% |