Monterey Private Wealth, Inc. - J P MORGAN EXCHANGE-TRADED F ownership

J P MORGAN EXCHANGE-TRADED F's ticker is JMST and the CUSIP is 46641Q654. A total of 353 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Monterey Private Wealth, Inc. ownership history of J P MORGAN EXCHANGE-TRADED F
ValueSharesWeighting
Q1 2024$340,476
+0.6%
6,710
+0.6%
0.14%
-10.5%
Q4 2023$338,409
-1.9%
6,669
-2.5%
0.15%
-11.6%
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$1,634,00032,0521.16%
Other shareholders
J P MORGAN EXCHANGE-TRADED F shareholders Q2 2023
NameSharesValueWeighting ↓
Auxano Advisors, LLC 799,201$40,799,00018.65%
Corbenic Partners LLC 1,260,780$64,363,00016.87%
Americana Partners, LLC 375,760$18,614,0009.45%
TMD Wealth Management, LLC 225,221$11,498,0005.02%
Mosaic Advisors LLC 122,168$6,237,0004.07%
John W. Brooker & Co., CPAs 105,837$5,403,0003.15%
BCGM Wealth Management, LLC 101,153$5,168,0003.06%
TOWNSQUARE CAPITAL LLC 1,687,186$86,115,0002.78%
HARBOUR INVESTMENT MANAGEMENT LLC 108,405$5,534,0002.77%
Lehman & Derafelo Financial Resources LLC 177,700$9,072,0002.48%
View complete list of J P MORGAN EXCHANGE-TRADED F shareholders