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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,895,502 | +23.8% | 177,272 | +23.7% | 1.33% | +24.3% |
| Q2 2023 | $7,187,997 | +40.7% | 143,359 | +41.2% | 1.07% | +33.3% |
| Q1 2023 | $5,110,511 | +22.0% | 101,560 | +21.6% | 0.80% | -23.0% |
| Q4 2022 | $4,188,429 | -72.8% | 83,546 | -72.8% | 1.04% | -73.5% |
| Q3 2022 | $15,417,000 | -2.5% | 307,347 | -2.6% | 3.93% | +8.4% |
| Q2 2022 | $15,805,000 | +5.9% | 315,595 | +6.3% | 3.63% | -3.9% |
| Q1 2022 | $14,923,000 | +36.9% | 296,869 | +37.5% | 3.78% | +25.5% |
| Q4 2021 | $10,901,000 | +5.6% | 215,953 | +6.1% | 3.01% | -10.0% |
| Q3 2021 | $10,323,000 | +10.9% | 203,536 | +10.9% | 3.34% | +13.1% |
| Q2 2021 | $9,311,000 | +13.0% | 183,511 | +13.1% | 2.96% | +2.7% |
| Q1 2021 | $8,238,000 | +7.3% | 162,313 | +7.4% | 2.88% | +0.4% |
| Q4 2020 | $7,674,000 | – | 151,084 | – | 2.87% | – |
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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% |