J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 918 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2022. 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 ↓ |
|---|---|---|---|
| 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% |