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 ↓ |
|---|---|---|---|
| REDW Wealth LLC | 1,415,002 | $71,429,000 | 20.75% |
| Aspire Capital Advisors LLC | 113,686 | $5,739,000 | 19.17% |
| MASON STREET ADVISORS, LLC | 493,250 | $24,899,000 | 18.10% |
| SUN LIFE FINANCIAL INC | 9,501,354 | $479,628,000 | 17.80% |
| Cornerstone Management, Inc. | 1,116,747 | $56,373,366 | 15.56% |
| Paradigm Capital Management, LLC/NV | 282,614 | $14,266,000 | 14.18% |
| Pinion Investment Advisors, LLC | 758,594 | $38,376,000 | 14.08% |
| McCarthy Asset Management, Inc. | 382,561 | $19,312,000 | 13.28% |
| TERRIL BROTHERS, INC. | 1,160,010 | $58,557,000 | 12.87% |
| Paradigm, Strategies in Wealth Management, LLC | 247,331 | $12,485,000 | 12.65% |