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 | $4,292,251 | +45.5% | 85,537 | +45.3% | 0.65% | +32.2% |
| Q2 2023 | $2,950,967 | -23.1% | 58,855 | -22.8% | 0.49% | -38.3% |
| Q1 2023 | $3,838,246 | -3.6% | 76,277 | -4.0% | 0.79% | -8.6% |
| Q4 2022 | $3,981,438 | +78.2% | 79,422 | +78.4% | 0.87% | +28.9% |
| Q3 2022 | $2,234,000 | +9.3% | 44,529 | +9.2% | 0.67% | +5.6% |
| Q2 2022 | $2,043,000 | -85.3% | 40,787 | -85.3% | 0.64% | -80.5% |
| Q1 2022 | $13,919,000 | -45.9% | 276,893 | -45.6% | 3.28% | -45.2% |
| Q4 2021 | $25,714,000 | +3412.8% | 509,384 | +3429.5% | 5.97% | +3333.3% |
| Q3 2021 | $732,000 | -44.1% | 14,432 | -44.1% | 0.17% | -50.3% |
| Q2 2021 | $1,310,000 | -14.7% | 25,810 | -14.7% | 0.35% | -22.7% |
| Q1 2021 | $1,535,000 | -14.6% | 30,245 | -14.5% | 0.45% | -44.6% |
| Q4 2020 | $1,797,000 | – | 35,368 | – | 0.82% | – |
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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% |