J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 927 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,594,590 | -14.8% | 111,490 | -14.9% | 1.73% | -10.8% |
| Q2 2023 | $6,569,451 | -41.8% | 131,022 | -41.6% | 1.94% | -44.0% |
| Q1 2023 | $11,280,171 | -9.7% | 224,169 | -10.1% | 3.48% | -16.9% |
| Q4 2022 | $12,496,801 | +104.6% | 249,288 | +104.7% | 4.18% | +59.0% |
| Q3 2022 | $6,108,000 | +2.2% | 121,765 | +2.0% | 2.63% | -3.9% |
| Q2 2022 | $5,979,000 | -0.3% | 119,357 | +0.1% | 2.74% | +9.9% |
| Q1 2022 | $5,997,000 | +1.1% | 119,295 | +1.5% | 2.49% | -7.5% |
| Q4 2021 | $5,932,000 | +25.4% | 117,512 | +26.0% | 2.69% | +3.7% |
| Q3 2021 | $4,732,000 | +95.1% | 93,298 | +95.2% | 2.60% | +86.2% |
| Q2 2021 | $2,426,000 | +91.5% | 47,805 | +91.5% | 1.40% | +67.5% |
| Q1 2021 | $1,267,000 | +24.5% | 24,963 | +24.6% | 0.83% | +15.4% |
| Q4 2020 | $1,018,000 | – | 20,040 | – | 0.72% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MASON STREET ADVISORS, LLC | 493,250 | $25,028,000 | 22.51% |
| REDW Wealth LLC | 1,379,318 | $69,987,000 | 22.13% |
| Cornerstone Management, Inc. | 1,579,183 | $80,127,737 | 21.52% |
| TERRIL BROTHERS, INC. | 1,200,500 | $60,913,000 | 14.27% |
| Fountainhead AM, LLC | 525,438 | $26,669,000 | 14.18% |
| McCarthy Asset Management, Inc. | 382,885 | $19,428,000 | 13.82% |
| Pinion Investment Advisors, LLC | 336,288 | $17,063,000 | 13.73% |
| Private Wealth Advisors, LLC | 816,015 | $41,405,000 | 12.70% |
| Paradigm, Strategies in Wealth Management, LLC | 250,037 | $12,687,000 | 11.41% |
| John W. Brooker & Co., CPAs | 324,758 | $16,429,000 | 9.58% |