J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 941 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $9,729,009 | +5.1% | 192,768 | +5.0% | 5.16% | -8.0% |
| Q1 2024 | $9,259,166 | +2.7% | 183,532 | +2.3% | 5.61% | +0.5% |
| Q4 2023 | $9,012,540 | +4.9% | 179,425 | +4.8% | 5.58% | -8.1% |
| Q3 2023 | $8,593,257 | +0.6% | 171,249 | +0.5% | 6.07% | +4.4% |
| Q2 2023 | $8,544,609 | +4.2% | 170,415 | +4.5% | 5.81% | -2.5% |
| Q1 2023 | $8,202,393 | -2.6% | 163,005 | -2.9% | 5.96% | -5.6% |
| Q4 2022 | $8,419,356 | +8.7% | 167,950 | +8.7% | 6.32% | -2.5% |
| Q3 2022 | $7,747,000 | +1.4% | 154,444 | +1.5% | 6.48% | +6.9% |
| Q1 2022 | $7,643,000 | -7.7% | 152,094 | -7.3% | 6.06% | -0.4% |
| Q4 2021 | $8,280,000 | +12.9% | 164,026 | +13.4% | 6.09% | +2.4% |
| Q3 2021 | $7,334,000 | -13.5% | 144,602 | -13.4% | 5.95% | -2.3% |
| Q2 2021 | $8,474,000 | +4.6% | 167,006 | +4.6% | 6.09% | -9.0% |
| Q1 2021 | $8,104,000 | +3.6% | 159,673 | +3.7% | 6.69% | -5.2% |
| Q4 2020 | $7,823,000 | – | 154,018 | – | 7.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| REDW Wealth LLC | 1,132,887 | $57,132,000 | 31.82% |
| Financial Perspectives, Inc | 544,854 | $27,476,975 | 18.75% |
| 3EDGE Asset Management, LP | 3,028,051 | $152,705,000 | 17.49% |
| LAU ASSOCIATES LLC | 679,594 | $34,272,000 | 17.06% |
| Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 1,437,720 | $72,504,000 | 16.71% |
| Paragon Advisors, LLC | 265,495 | $13,398,000 | 14.46% |
| Quaker Wealth Management, LLC | 463,252 | $23,362,000 | 13.89% |
| Cardinal Strategic Wealth Guidance | 259,157 | $13,069,000 | 11.24% |
| Compass Financial Group, Inc. | 227,363 | $11,466,000 | 10.35% |
| Roof Eidam Maycock Peralta, LLC | 528,711 | $26,663,000 | 10.27% |