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 | $1,354,408 | -2.5% | 26,991 | -2.5% | 0.31% | 0.0% |
| Q2 2023 | $1,388,527 | -5.6% | 27,693 | -5.2% | 0.31% | -10.1% |
| Q1 2023 | $1,470,703 | -2.4% | 29,227 | -2.8% | 0.34% | -34.5% |
| Q4 2022 | $1,507,159 | -6.7% | 30,071 | -6.7% | 0.53% | -17.0% |
| Q3 2022 | $1,616,000 | -2.0% | 32,225 | -2.1% | 0.64% | +13.6% |
| Q2 2022 | $1,649,000 | -6.4% | 32,915 | -6.1% | 0.56% | +5.9% |
| Q1 2022 | $1,761,000 | +17.7% | 35,036 | +18.2% | 0.53% | +19.7% |
| Q4 2021 | $1,496,000 | +0.9% | 29,645 | +1.2% | 0.44% | -0.5% |
| Q3 2021 | $1,482,000 | -18.2% | 29,295 | -18.0% | 0.44% | -22.0% |
| Q2 2021 | $1,812,000 | -14.0% | 35,726 | -14.0% | 0.57% | -14.8% |
| Q1 2021 | $2,108,000 | +15.6% | 41,524 | +15.7% | 0.67% | -3.3% |
| Q4 2020 | $1,823,000 | – | 35,884 | – | 0.69% | – |
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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% |