J P MORGAN EXCHANGE-TRADED F's ticker is JMST and the CUSIP is 46641Q654. A total of 350 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $605,400 | -14.6% | 12,000 | -14.3% | 0.32% | -12.2% |
| Q2 2023 | $709,100 | -20.2% | 14,000 | -20.0% | 0.36% | -28.5% |
| Q1 2023 | $888,825 | -12.1% | 17,500 | -12.5% | 0.51% | -18.5% |
| Q4 2022 | $1,010,700 | +0.5% | 20,000 | 0.0% | 0.62% | -8.3% |
| Q3 2022 | $1,006,000 | -5.2% | 20,000 | -4.5% | 0.68% | +0.6% |
| Q2 2022 | $1,061,000 | +0.1% | 20,940 | 0.0% | 0.67% | +23.5% |
| Q1 2022 | $1,060,000 | -0.8% | 20,940 | 0.0% | 0.54% | +5.2% |
| Q4 2021 | $1,069,000 | -0.1% | 20,940 | 0.0% | 0.52% | -12.1% |
| Q3 2021 | $1,070,000 | +0.1% | 20,940 | 0.0% | 0.59% | -0.2% |
| Q2 2021 | $1,069,000 | – | 20,940 | – | 0.59% | – |
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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% |