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 | $2,510,104 | -17.9% | 50,022 | -17.9% | 1.28% | -8.4% |
| Q2 2023 | $3,055,782 | -40.2% | 60,945 | -40.0% | 1.40% | -45.6% |
| Q1 2023 | $5,110,851 | +19.5% | 101,567 | +19.0% | 2.57% | +8.1% |
| Q4 2022 | $4,278,495 | -29.0% | 85,348 | -28.9% | 2.38% | -28.5% |
| Q3 2022 | $6,022,000 | +71.8% | 120,062 | +71.6% | 3.32% | +33.5% |
| Q2 2022 | $3,505,000 | +247.0% | 69,974 | +248.3% | 2.49% | +375.2% |
| Q1 2022 | $1,010,000 | -27.9% | 20,092 | -27.6% | 0.52% | -24.3% |
| Q4 2021 | $1,401,000 | -4.2% | 27,747 | -3.8% | 0.69% | -13.1% |
| Q3 2021 | $1,463,000 | +15.0% | 28,836 | +15.0% | 0.80% | +21.5% |
| Q2 2021 | $1,272,000 | -15.9% | 25,075 | -15.8% | 0.66% | -24.6% |
| Q1 2021 | $1,512,000 | +21.6% | 29,797 | +21.8% | 0.87% | +19.4% |
| Q4 2020 | $1,243,000 | – | 24,468 | – | 0.73% | – |
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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% |