J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 896 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $483,766 | +52.4% | 9,641 | +52.3% | 0.22% | +58.6% |
| Q2 2023 | $317,504 | +38.3% | 6,332 | +38.8% | 0.14% | +20.7% |
| Q1 2023 | $229,590 | -33.5% | 4,563 | -33.8% | 0.12% | -31.0% |
| Q4 2022 | $345,385 | +0.7% | 6,890 | +0.5% | 0.17% | -1.8% |
| Q3 2022 | $343,000 | -0.6% | 6,856 | -0.4% | 0.17% | -2.3% |
| Q2 2022 | $345,000 | -22.5% | 6,884 | -22.4% | 0.18% | -27.7% |
| Q1 2022 | $445,000 | +0.7% | 8,869 | +1.2% | 0.24% | +1.7% |
| Q4 2021 | $442,000 | 0.0% | 8,760 | +0.3% | 0.24% | -3.3% |
| Q3 2021 | $442,000 | -2.2% | 8,736 | -1.9% | 0.25% | -8.2% |
| Q2 2021 | $452,000 | +2.5% | 8,904 | +2.5% | 0.27% | -11.3% |
| Q1 2021 | $441,000 | +0.5% | 8,686 | +0.5% | 0.30% | -2.9% |
| Q4 2020 | $439,000 | – | 8,645 | – | 0.31% | – |
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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% |