J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 956 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $841,350 | -44.1% | 16,670 | -44.4% | 0.75% | -51.6% |
| 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 ↓ |
|---|---|---|---|
| REDW Wealth LLC | 1,132,887 | $57,132,000 | 31.82% |
| Financial Perspectives, Inc | 544,854 | $27,476,975 | 18.75% |
| 3EDGE Asset Management, LP | 3,028,051 | $152,705,000 | 17.49% |
| LAU ASSOCIATES LLC | 679,594 | $34,272,000 | 17.06% |
| Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 1,437,720 | $72,504,000 | 16.71% |
| Paragon Advisors, LLC | 265,495 | $13,398,000 | 14.46% |
| Quaker Wealth Management, LLC | 463,252 | $23,362,000 | 13.89% |
| Cardinal Strategic Wealth Guidance | 259,157 | $13,069,000 | 11.24% |
| Compass Financial Group, Inc. | 227,363 | $11,466,000 | 10.35% |
| Roof Eidam Maycock Peralta, LLC | 528,711 | $26,663,000 | 10.27% |