J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 658 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $31,416,687 | -4.0% | 626,080 | -4.1% | 23.05% | +3.4% |
| Q2 2023 | $32,731,968 | +0.3% | 652,811 | +0.7% | 22.29% | +0.6% |
| Q1 2023 | $32,624,529 | +2.3% | 648,341 | +2.0% | 22.16% | -0.4% |
| Q4 2022 | $31,879,664 | +20.3% | 635,940 | +20.4% | 22.25% | +7.3% |
| Q3 2022 | $26,499,000 | +33.1% | 528,284 | +32.9% | 20.73% | +28.0% |
| Q2 2022 | $19,904,000 | +5.3% | 397,372 | +5.6% | 16.20% | +23.0% |
| Q1 2022 | $18,911,000 | -2.1% | 376,189 | -1.7% | 13.17% | -0.9% |
| Q4 2021 | $19,312,000 | +2.9% | 382,561 | +3.4% | 13.28% | -5.9% |
| Q3 2021 | $18,773,000 | -3.4% | 370,126 | -3.3% | 14.11% | +2.1% |
| Q2 2021 | $19,428,000 | -2.1% | 382,885 | -2.1% | 13.82% | -11.0% |
| Q1 2021 | $19,847,000 | -2.5% | 391,029 | -2.4% | 15.53% | -8.0% |
| Q4 2020 | $20,358,000 | – | 400,827 | – | 16.88% | – |
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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% |