J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 678 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2021. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $245,562 | +0.4% | 4,880 | 0.0% | 0.23% | -5.4% |
| Q4 2022 | $244,634 | -56.4% | 4,880 | -56.4% | 0.24% | -61.0% |
| Q3 2022 | $561,000 | -15.0% | 11,189 | -15.0% | 0.62% | -8.6% |
| Q2 2022 | $660,000 | -32.0% | 13,170 | -31.8% | 0.68% | -18.3% |
| Q1 2022 | $971,000 | +161.0% | 19,324 | +161.9% | 0.83% | +162.5% |
| Q4 2021 | $372,000 | -9.3% | 7,379 | -8.7% | 0.32% | -15.3% |
| Q3 2021 | $410,000 | -12.6% | 8,079 | -12.6% | 0.37% | -12.7% |
| Q2 2021 | $469,000 | -16.7% | 9,248 | -16.6% | 0.43% | -21.1% |
| Q1 2021 | $563,000 | -63.5% | 11,084 | -63.5% | 0.54% | -64.9% |
| Q4 2020 | $1,541,000 | – | 30,343 | – | 1.54% | – |
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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% |