J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 918 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $372,085 | +52.6% | 7,415 | +53.0% | 0.14% | +38.2% |
| Q1 2023 | $243,800 | -13.8% | 4,845 | -14.1% | 0.10% | -12.8% |
| Q4 2022 | $282,884 | -50.9% | 5,643 | -50.9% | 0.12% | -54.8% |
| Q3 2022 | $576,000 | -28.4% | 11,482 | -28.5% | 0.26% | -26.4% |
| Q2 2022 | $805,000 | -17.6% | 16,066 | -17.3% | 0.35% | -14.6% |
| Q1 2022 | $977,000 | -57.7% | 19,437 | -57.5% | 0.41% | -55.3% |
| Q4 2021 | $2,309,000 | -2.9% | 45,741 | -2.4% | 0.92% | -8.5% |
| Q3 2021 | $2,378,000 | -5.5% | 46,888 | -5.5% | 1.01% | -5.5% |
| Q2 2021 | $2,516,000 | +7.6% | 49,591 | +114.4% | 1.07% | +3.1% |
| Q1 2021 | $2,338,000 | – | 23,134 | – | 1.03% | – |
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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% |