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 | $11,943,717 | -7.5% | 238,017 | -7.6% | 3.12% | -5.6% |
| Q2 2023 | $12,911,241 | +0.2% | 257,504 | +0.5% | 3.30% | -7.4% |
| Q1 2023 | $12,891,673 | +77.0% | 256,194 | +76.3% | 3.57% | +61.5% |
| Q4 2022 | $7,284,997 | -43.5% | 145,322 | -43.5% | 2.21% | -48.4% |
| Q3 2022 | $12,892,000 | +42.7% | 257,008 | +42.5% | 4.28% | +45.8% |
| Q2 2022 | $9,036,000 | +96.9% | 180,404 | +97.6% | 2.93% | +108.8% |
| Q1 2022 | $4,589,000 | – | 91,283 | – | 1.40% | – |
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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% |