J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 678 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2021. 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 ↓ |
|---|---|---|---|
| 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% |