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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $4,391,270 | -38.4% | 87,267 | -38.7% | 2.43% | -35.8% |
| Q4 2022 | $7,130,847 | -9.8% | 142,247 | -9.7% | 3.78% | -21.1% |
| Q3 2022 | $7,904,000 | -16.0% | 157,576 | -16.1% | 4.80% | -18.4% |
| Q2 2022 | $9,408,000 | +29.8% | 187,827 | +30.3% | 5.88% | +32.5% |
| Q1 2022 | $7,247,000 | -4.9% | 144,169 | -4.5% | 4.44% | -8.1% |
| Q4 2021 | $7,618,000 | +3.3% | 150,921 | +3.8% | 4.83% | -9.1% |
| Q3 2021 | $7,377,000 | +7.6% | 145,450 | +7.6% | 5.31% | +4.4% |
| Q2 2021 | $6,857,000 | -2.8% | 135,130 | -2.7% | 5.09% | +20.9% |
| Q4 2020 | $7,055,000 | – | 138,914 | – | 4.21% | – |
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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% |