J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 688 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,044,049 | -3.9% | 20,785 | -4.0% | 0.14% | -0.7% |
| Q3 2023 | $1,085,914 | -9.3% | 21,640 | -9.4% | 0.15% | -15.1% |
| Q2 2023 | $1,197,061 | -1.5% | 23,874 | -1.1% | 0.17% | -9.9% |
| Q1 2023 | $1,215,045 | -1.8% | 24,146 | -2.2% | 0.19% | -12.4% |
| Q4 2022 | $1,237,478 | -16.2% | 24,685 | -16.1% | 0.22% | -41.1% |
| Q3 2022 | $1,476,000 | -1.2% | 29,434 | -1.3% | 0.37% | -12.1% |
| Q2 2022 | $1,494,000 | -18.5% | 29,832 | -18.2% | 0.42% | -7.9% |
| Q1 2022 | $1,833,000 | -18.4% | 36,473 | -18.0% | 0.46% | -21.7% |
| Q4 2021 | $2,245,000 | -25.8% | 44,475 | -25.5% | 0.58% | -41.0% |
| Q3 2021 | $3,027,000 | +0.6% | 59,688 | +0.6% | 0.99% | +4.0% |
| Q2 2021 | $3,010,000 | +25.6% | 59,330 | +25.7% | 0.95% | +10.3% |
| Q1 2021 | $2,396,000 | -24.4% | 47,212 | -24.4% | 0.86% | -32.1% |
| Q4 2020 | $3,171,000 | – | 62,437 | – | 1.27% | – |
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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% |