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 | $5,533,109 | +461.1% | 110,265 | +460.6% | 1.08% | +413.8% |
| Q2 2023 | $986,188 | +57.6% | 19,669 | +58.1% | 0.21% | +40.9% |
| Q1 2023 | $625,831 | +1.6% | 12,437 | +1.2% | 0.15% | -10.8% |
| Q4 2022 | $616,148 | +0.3% | 12,291 | +0.6% | 0.17% | -25.1% |
| Q3 2022 | $614,000 | -28.1% | 12,223 | -28.3% | 0.22% | -22.8% |
| Q2 2022 | $854,000 | -5.2% | 17,039 | -4.6% | 0.29% | +4.0% |
| Q1 2022 | $901,000 | -0.4% | 17,857 | -0.3% | 0.28% | +3.3% |
| Q4 2021 | $905,000 | -6.2% | 17,917 | -5.8% | 0.27% | -19.2% |
| Q3 2021 | $965,000 | 0.0% | 19,017 | 0.0% | 0.33% | -3.8% |
| Q2 2021 | $965,000 | -0.1% | 19,017 | 0.0% | 0.35% | -10.4% |
| Q1 2021 | $966,000 | +0.3% | 19,017 | +0.3% | 0.39% | -20.7% |
| Q4 2020 | $963,000 | – | 18,962 | – | 0.49% | – |
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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% |