J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 804 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,736,403 | -1.7% | 34,603 | -1.4% | 0.71% | +0.4% |
Q2 2023 | $1,766,663 | 0.0% | 35,109 | 0.0% | 0.71% | +0.1% |
Q1 2023 | $1,766,663 | -33.1% | 35,109 | -33.4% | 0.71% | -40.9% |
Q4 2022 | $2,642,324 | -0.1% | 52,709 | -0.1% | 1.20% | -1.8% |
Q3 2022 | $2,646,000 | +0.1% | 52,747 | -0.1% | 1.22% | -7.0% |
Q2 2022 | $2,644,000 | -17.1% | 52,794 | -16.8% | 1.31% | -3.7% |
Q1 2022 | $3,190,000 | -0.8% | 63,462 | -0.4% | 1.36% | -5.6% |
Q4 2021 | $3,216,000 | +16.7% | 63,707 | +17.2% | 1.44% | +16.2% |
Q3 2021 | $2,756,000 | -0.1% | 54,346 | -0.1% | 1.24% | -1.8% |
Q2 2021 | $2,760,000 | +12.1% | 54,401 | +12.2% | 1.26% | -16.7% |
Q1 2021 | $2,461,000 | -13.5% | 48,484 | -13.5% | 1.51% | -19.6% |
Q4 2020 | $2,846,000 | +20.3% | 56,036 | +20.3% | 1.88% | +3.0% |
Q3 2020 | $2,366,000 | +2.3% | 46,574 | +2.2% | 1.83% | -4.7% |
Q2 2020 | $2,312,000 | +11.0% | 45,574 | +8.7% | 1.92% | +1.1% |
Q1 2020 | $2,083,000 | – | 41,927 | – | 1.90% | – |
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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% |