GoalVest Advisory LLC - J P MORGAN EXCHANGE-TRADED F ownership

J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 658 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.3%.

Quarter-by-quarter ownership
GoalVest Advisory LLC ownership history of J P MORGAN EXCHANGE-TRADED F
ValueSharesWeighting
Q4 2023$1,457
-97.4%
29
-97.4%
0.00%
-96.6%
Q2 2023$55,634
-98.1%
1,110
-98.1%
0.03%
-98.6%
Q3 2022$2,975,000
-12.7%
59,313
-12.9%
2.09%
-3.4%
Q2 2022$3,408,000
+10.1%
68,115
+10.6%
2.16%
+23.7%
Q1 2022$3,096,000
+23.9%
61,582
+25.0%
1.75%
+12.6%
Q2 2021$2,499,000
+4.8%
49,254
+4.9%
1.55%
-12.7%
Q1 2021$2,384,000
+5.6%
46,972
+5.6%
1.78%
-6.4%
Q4 2020$2,258,00044,4651.90%
Other shareholders
J P MORGAN EXCHANGE-TRADED F shareholders Q4 2020
NameSharesValueWeighting ↓
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 2,063,952$104,828,00026.19%
REDW Wealth LLC 1,319,132$66,999,00024.79%
McCarthy Asset Management, Inc. 400,827$20,358,00016.88%
Frisch Financial Group, Inc. 875,261$44,455,00016.27%
Pachira Investments Inc. 322,598$16,385,00015.67%
Fountainhead AM, LLC 482,212$24,492,00015.25%
Symphony Financial, Ltd. Co. 807,685$41,022,00014.72%
Cardinal Strategic Wealth Guidance 472,836$24,015,00014.26%
Pinion Investment Advisors, LLC 258,666$13,138,00013.82%
Klingman & Associates, LLC 2,097,257$106,520,00012.29%
View complete list of J P MORGAN EXCHANGE-TRADED F shareholders