J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 24 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,504,430 | -25.0% | 29,981 | -25.0% | 1.56% | -21.0% |
| Q2 2023 | $2,004,781 | -61.1% | 39,984 | -61.1% | 1.97% | -50.1% |
| Q4 2022 | $5,154,349 | -7.5% | 102,820 | -7.5% | 3.94% | -21.5% |
| Q3 2022 | $5,574,000 | -8.7% | 111,122 | -8.8% | 5.02% | -3.9% |
| Q2 2022 | $6,103,000 | -9.8% | 121,835 | -9.4% | 5.23% | +1.5% |
| Q1 2022 | $6,763,000 | -8.9% | 134,535 | -8.5% | 5.15% | +19.3% |
| Q4 2021 | $7,424,000 | -4.4% | 147,069 | -3.9% | 4.32% | -20.5% |
| Q3 2021 | $7,762,000 | -4.6% | 153,031 | -4.6% | 5.43% | -14.0% |
| Q2 2021 | $8,136,000 | -0.7% | 160,349 | -0.7% | 6.32% | -7.2% |
| Q1 2021 | $8,195,000 | +16290.0% | 161,459 | -9.6% | 6.80% | +52246.2% |
| Q4 2020 | $50,000 | -99.5% | 178,546 | -5.3% | 0.01% | -99.9% |
| Q3 2020 | $9,575,000 | +4.0% | 188,506 | +3.9% | 9.06% | +320.7% |
| Q2 2020 | $9,203,000 | – | 181,406 | – | 2.15% | – |
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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% |