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 | $681,434 | -47.1% | 13,580 | -47.2% | 0.16% | -43.1% |
| Q2 2023 | $1,288,838 | -37.2% | 25,705 | -36.9% | 0.29% | -41.2% |
| Q1 2023 | $2,051,032 | -27.2% | 40,760 | -27.5% | 0.49% | -28.7% |
| Q4 2022 | $2,816,889 | +69.0% | 56,192 | +68.8% | 0.69% | +125.8% |
| Q2 2022 | $1,667,000 | +18.1% | 33,280 | +18.5% | 0.31% | +27.5% |
| Q1 2022 | $1,412,000 | -53.7% | 28,092 | -53.3% | 0.24% | -56.4% |
| Q3 2021 | $3,050,000 | -1.5% | 60,127 | -1.5% | 0.55% | -5.3% |
| Q2 2021 | $3,097,000 | -26.9% | 61,041 | -26.9% | 0.58% | -34.0% |
| Q1 2021 | $4,239,000 | +17.7% | 83,517 | +17.7% | 0.88% | +8.8% |
| Q4 2020 | $3,603,000 | -27.2% | 70,932 | -27.2% | 0.81% | -36.5% |
| Q3 2020 | $4,946,000 | -10.3% | 97,378 | -10.5% | 1.27% | -39.1% |
| Q2 2020 | $5,517,000 | +1.6% | 108,757 | -0.5% | 2.09% | -12.3% |
| Q1 2020 | $5,428,000 | +53.2% | 109,286 | +55.5% | 2.38% | +69.6% |
| Q4 2019 | $3,544,000 | – | 70,271 | – | 1.40% | – |
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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% |