J P MORGAN EXCHANGE-TRADED F's ticker is JMST and the CUSIP is 46641Q654. A total of 347 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $345,054 | -6.9% | 6,840 | -6.5% | 0.17% | -3.9% |
| Q2 2023 | $370,535 | -85.8% | 7,316 | -85.8% | 0.18% | -86.6% |
| Q1 2023 | $2,610,552 | +158.5% | 51,399 | +157.2% | 1.34% | +146.1% |
| Q4 2022 | $1,009,784 | -27.1% | 19,982 | -27.4% | 0.54% | -34.3% |
| Q3 2022 | $1,386,000 | -34.3% | 27,536 | -33.9% | 0.83% | -31.1% |
| Q2 2022 | $2,109,000 | -9.3% | 41,637 | -9.3% | 1.20% | +7.3% |
| Q1 2022 | $2,324,000 | +233.0% | 45,928 | +236.0% | 1.12% | +224.6% |
| Q4 2021 | $698,000 | -33.7% | 13,668 | -33.7% | 0.35% | -41.5% |
| Q3 2021 | $1,053,000 | +22.7% | 20,615 | +22.6% | 0.59% | +20.1% |
| Q2 2021 | $858,000 | -26.2% | 16,813 | -26.1% | 0.49% | -23.1% |
| Q1 2021 | $1,162,000 | -64.8% | 22,762 | -64.8% | 0.64% | -66.3% |
| Q4 2020 | $3,297,000 | +31.7% | 64,602 | +31.6% | 1.90% | +18.0% |
| Q3 2020 | $2,503,000 | +53.2% | 49,091 | +53.2% | 1.61% | +38.2% |
| Q2 2020 | $1,634,000 | – | 32,052 | – | 1.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Corbenic Partners LLC | 1,007,977 | $51,044,000 | 11.10% |
| Auxano Advisors, LLC | 382,697 | $19,380,000 | 8.25% |
| CEERA INVESTMENTS, LLC | 246,893 | $12,503,000 | 6.23% |
| Bridgewater Advisors Inc. | 466,897 | $23,644,000 | 5.75% |
| TMD Wealth Management, LLC | 289,608 | $14,666,000 | 5.64% |
| John W. Brooker & Co., CPAs | 143,998 | $7,292,000 | 3.95% |
| Slow Capital, Inc. | 410,352 | $20,780,000 | 3.88% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 1,831,209 | $92,732,000 | 3.31% |
| Kathmere Capital Management, LLC | 366,308 | $18,550,000 | 3.16% |
| WEATHERLY ASSET MANAGEMENT L. P. | 523,092 | $26,489,000 | 3.10% |