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 | $3,142,004 | -7.0% | 62,280 | -6.6% | 0.32% | -2.8% |
| Q2 2023 | $3,376,944 | -2.9% | 66,672 | -2.7% | 0.33% | -4.7% |
| Q1 2023 | $3,478,690 | -24.0% | 68,492 | -24.4% | 0.34% | -25.6% |
| Q4 2022 | $4,578,324 | +1.5% | 90,597 | +1.0% | 0.46% | -3.6% |
| Q3 2022 | $4,511,000 | -4.9% | 89,672 | -4.2% | 0.48% | -0.6% |
| Q2 2022 | $4,742,000 | +0.1% | 93,630 | +0.1% | 0.48% | +12.6% |
| Q1 2022 | $4,736,000 | -12.4% | 93,514 | -11.7% | 0.43% | -8.6% |
| Q4 2021 | $5,408,000 | +9.3% | 105,913 | +9.3% | 0.47% | -2.3% |
| Q3 2021 | $4,950,000 | +7.1% | 96,921 | +7.0% | 0.48% | +8.6% |
| Q2 2021 | $4,623,000 | +8.6% | 90,557 | +8.6% | 0.44% | +2.8% |
| Q1 2021 | $4,255,000 | +45.9% | 83,371 | +45.9% | 0.43% | +39.9% |
| Q4 2020 | $2,916,000 | – | 57,128 | – | 0.31% | – |
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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% |