J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 896 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $821,246 | -8.2% | 16,366 | -8.3% | 0.40% | -11.0% |
| Q2 2023 | $894,698 | -53.3% | 17,844 | -53.1% | 0.44% | -57.3% |
| Q1 2023 | $1,915,061 | -45.9% | 38,058 | -46.1% | 1.04% | -42.3% |
| Q4 2022 | $3,538,259 | +48.9% | 70,582 | +48.9% | 1.80% | +21.3% |
| Q3 2022 | $2,377,000 | -13.9% | 47,387 | -14.0% | 1.49% | +4.0% |
| Q2 2022 | $2,762,000 | +60.7% | 55,131 | +61.2% | 1.43% | +51.5% |
| Q1 2022 | $1,719,000 | +3.2% | 34,191 | +3.6% | 0.94% | +24.7% |
| Q4 2021 | $1,666,000 | +0.4% | 33,004 | +0.8% | 0.76% | -4.2% |
| Q3 2021 | $1,660,000 | -6.4% | 32,736 | -6.3% | 0.79% | -20.3% |
| Q2 2021 | $1,773,000 | -1.3% | 34,941 | -1.3% | 0.99% | -4.1% |
| Q1 2021 | $1,797,000 | +1.8% | 35,400 | +1.9% | 1.03% | -15.8% |
| Q4 2020 | $1,765,000 | +7.3% | 34,755 | +7.3% | 1.23% | -14.6% |
| Q3 2020 | $1,645,000 | +11.0% | 32,393 | +10.9% | 1.44% | +5.4% |
| Q2 2020 | $1,482,000 | +64.1% | 29,207 | +60.7% | 1.36% | -2.4% |
| Q1 2020 | $903,000 | -0.4% | 18,177 | +1.1% | 1.40% | +104.8% |
| Q4 2019 | $907,000 | – | 17,977 | – | 0.68% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Asset Management Resources, LLC | 963,346 | $48,340,727 | 30.02% |
| McCarthy Asset Management, Inc. | 626,080 | $31,416,687 | 23.05% |
| ACT Advisors, LLC. | 620,671 | $31,145,271 | 19.29% |
| Arcus Capital Partners, LLC | 1,156,309 | $58,023,566 | 17.81% |
| Marks Wealth, LLC | 9,167 | $460,000 | 17.46% |
| Cornerstone Management, Inc. | 1,274,034 | $63,931,016 | 17.08% |
| Meridian Financial Partners LLC | 256,787 | $12,865 | 13.17% |
| Paradigm, Strategies in Wealth Management, LLC | 391,474 | $19,644,151 | 12.52% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 397,608 | $19,896,305 | 11.88% |
| Smart Portfolios, LLC | 118,624 | $5,952,555 | 10.69% |