J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 935 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,842,952 | -50.4% | 76,583 | -50.4% | 0.39% | -48.1% |
| Q2 2023 | $7,740,847 | -1.2% | 154,385 | -0.9% | 0.75% | -2.8% |
| Q1 2023 | $7,836,813 | -28.3% | 155,740 | -28.5% | 0.77% | -29.8% |
| Q4 2022 | $10,924,812 | -5.5% | 217,930 | -5.4% | 1.10% | -10.1% |
| Q3 2022 | $11,560,000 | -8.4% | 230,457 | -8.5% | 1.22% | -4.3% |
| Q2 2022 | $12,616,000 | -5.9% | 251,862 | -5.6% | 1.28% | +5.9% |
| Q1 2022 | $13,405,000 | -4.8% | 266,669 | -4.4% | 1.21% | -0.7% |
| Q4 2021 | $14,081,000 | -1.7% | 278,949 | -1.2% | 1.22% | -12.1% |
| Q3 2021 | $14,320,000 | +0.7% | 282,340 | +0.7% | 1.38% | +2.1% |
| Q2 2021 | $14,227,000 | +3.4% | 280,389 | +3.4% | 1.35% | -2.2% |
| Q1 2021 | $13,759,000 | +4.5% | 271,087 | +4.6% | 1.38% | +0.1% |
| Q4 2020 | $13,163,000 | – | 259,158 | – | 1.38% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 2,063,952 | $104,828,000 | 26.19% |
| REDW Wealth LLC | 1,319,132 | $66,999,000 | 24.79% |
| McCarthy Asset Management, Inc. | 400,827 | $20,358,000 | 16.88% |
| Frisch Financial Group, Inc. | 875,261 | $44,455,000 | 16.27% |
| Pachira Investments Inc. | 322,598 | $16,385,000 | 15.67% |
| Fountainhead AM, LLC | 482,212 | $24,492,000 | 15.25% |
| Symphony Financial, Ltd. Co. | 807,685 | $41,022,000 | 14.72% |
| Cardinal Strategic Wealth Guidance | 472,836 | $24,015,000 | 14.26% |
| Pinion Investment Advisors, LLC | 258,666 | $13,138,000 | 13.82% |
| Klingman & Associates, LLC | 2,097,257 | $106,520,000 | 12.29% |