J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 896 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,890 | +14.1% | 336,580 | +14.0% | 8.13% | +55.7% |
| Q2 2023 | $14,803 | +3.8% | 295,241 | +4.2% | 5.22% | -4.5% |
| Q1 2023 | $14,257 | +153.7% | 283,331 | +152.8% | 5.47% | +4.4% |
| Q4 2022 | $5,619 | -99.6% | 112,084 | +253.4% | 5.24% | +214.5% |
| Q3 2022 | $1,591,000 | +355.9% | 31,714 | +355.2% | 1.67% | +315.5% |
| Q2 2022 | $349,000 | -15.5% | 6,967 | -14.9% | 0.40% | +98.5% |
| Q1 2022 | $413,000 | 0.0% | 8,190 | 0.0% | 0.20% | -52.0% |
| Q4 2021 | $413,000 | +21.1% | 8,190 | +21.8% | 0.42% | +121.6% |
| Q3 2021 | $341,000 | -95.5% | 6,726 | -95.5% | 0.19% | -96.1% |
| Q4 2020 | $7,528,000 | – | 148,220 | – | 4.86% | – |
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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% |