J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 935 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,052,221 | -22.0% | 21,036 | -22.1% | 0.19% | -20.8% |
| Q2 2023 | $1,348,200 | -3.6% | 26,991 | -3.0% | 0.24% | -6.0% |
| Q1 2023 | $1,398,612 | -25.4% | 27,822 | -25.5% | 0.25% | -27.0% |
| Q4 2022 | $1,874,050 | -33.0% | 37,354 | -33.2% | 0.34% | -38.8% |
| Q3 2022 | $2,799,000 | -17.7% | 55,906 | -17.8% | 0.56% | -15.7% |
| Q2 2022 | $3,403,000 | +35.7% | 68,025 | +36.4% | 0.67% | +45.6% |
| Q1 2022 | $2,507,000 | -12.6% | 49,880 | -12.3% | 0.46% | -13.1% |
| Q4 2021 | $2,870,000 | -37.2% | 56,904 | -36.9% | 0.53% | -48.6% |
| Q3 2021 | $4,571,000 | -36.6% | 90,161 | -36.6% | 1.03% | -26.9% |
| Q2 2021 | $7,215,000 | -33.4% | 142,204 | -33.3% | 1.40% | -42.2% |
| Q1 2021 | $10,827,000 | +103.8% | 213,320 | +103.9% | 2.43% | +103.9% |
| Q4 2020 | $5,313,000 | -85.5% | 104,602 | -85.5% | 1.19% | -86.2% |
| Q3 2020 | $36,759,000 | +2503.3% | 723,673 | +2500.1% | 8.62% | +3334.7% |
| Q2 2020 | $1,412,000 | – | 27,832 | – | 0.25% | – |
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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% |