J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 579 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $707,590 | +0.1% | 14,087 | 0.0% | 0.33% | -20.6% |
| Q3 2023 | $706,886 | +0.1% | 14,087 | 0.0% | 0.42% | -5.6% |
| Q2 2023 | $706,322 | -0.4% | 14,087 | 0.0% | 0.44% | -9.6% |
| Q1 2023 | $708,858 | -5.0% | 14,087 | -5.4% | 0.49% | -19.3% |
| Q4 2022 | $746,285 | -10.6% | 14,887 | -10.6% | 0.61% | -3.8% |
| Q3 2022 | $835,000 | -6.3% | 16,653 | -6.3% | 0.63% | 0.0% |
| Q2 2022 | $891,000 | -20.1% | 17,778 | -19.8% | 0.63% | +13.1% |
| Q1 2022 | $1,115,000 | +17.2% | 22,179 | +17.7% | 0.56% | +36.1% |
| Q4 2021 | $951,000 | +24.3% | 18,846 | +24.9% | 0.41% | +25.0% |
| Q3 2021 | $765,000 | +1.3% | 15,087 | +1.3% | 0.33% | -21.5% |
| Q2 2021 | $755,000 | -19.3% | 14,887 | -19.1% | 0.42% | -36.4% |
| Q1 2021 | $935,000 | -3.7% | 18,413 | -3.7% | 0.66% | -22.8% |
| Q4 2020 | $971,000 | 0.0% | 19,113 | 0.0% | 0.85% | -9.8% |
| Q3 2020 | $971,000 | – | 19,113 | – | 0.94% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| REDW Wealth LLC | 1,048,541 | $52,873,000 | 31.08% |
| LAU ASSOCIATES LLC | 622,472 | $31,388,000 | 16.61% |
| Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 1,298,592 | $65,482,000 | 16.39% |
| Quantitative Advantage, LLC | 981,755 | $49,505,000 | 13.63% |
| Compass Financial Group, Inc. | 227,817 | $11,488,000 | 10.89% |
| Roof Eidam Maycock Peralta, LLC | 529,263 | $26,688,000 | 10.87% |
| EVERMAY WEALTH MANAGEMENT LLC | 729,119 | $36,766,000 | 10.02% |
| Astor Investment Management LLC | 1,227,110 | $61,877,000 | 9.91% |
| Smart Portfolios, LLC | 208,389 | $10,517,000 | 9.32% |
| Cornerstone Management, Inc. | 369,569 | $18,635,499 | 8.54% |