J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 24 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $299,153 | +45.2% | 5,962 | +45.6% | 0.27% | +63.1% |
| Q1 2023 | $206,021 | +1.3% | 4,094 | +0.9% | 0.17% | -2.9% |
| Q4 2022 | $203,347 | +0.7% | 4,056 | +0.8% | 0.17% | +6.8% |
| Q3 2022 | $202,000 | +0.5% | 4,022 | +0.4% | 0.16% | +8.0% |
| Q2 2022 | $201,000 | -73.8% | 4,006 | -73.6% | 0.15% | -73.3% |
| Q4 2021 | $766,000 | -21.1% | 15,174 | -20.7% | 0.56% | -13.0% |
| Q3 2021 | $971,000 | +17.3% | 19,142 | +17.2% | 0.65% | +19.6% |
| Q2 2021 | $828,000 | +23.0% | 16,328 | +23.2% | 0.54% | -5.3% |
| Q1 2021 | $673,000 | -87.9% | 13,256 | -87.9% | 0.57% | -88.8% |
| Q4 2020 | $5,583,000 | – | 109,924 | – | 5.11% | – |
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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% |