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 ↓ |
|---|---|---|---|
| REDW Wealth LLC | 1,415,002 | $71,429,000 | 20.75% |
| Aspire Capital Advisors LLC | 113,686 | $5,739,000 | 19.17% |
| MASON STREET ADVISORS, LLC | 493,250 | $24,899,000 | 18.10% |
| SUN LIFE FINANCIAL INC | 9,501,354 | $479,628,000 | 17.80% |
| Cornerstone Management, Inc. | 1,116,747 | $56,373,366 | 15.56% |
| Paradigm Capital Management, LLC/NV | 282,614 | $14,266,000 | 14.18% |
| Pinion Investment Advisors, LLC | 758,594 | $38,376,000 | 14.08% |
| McCarthy Asset Management, Inc. | 382,561 | $19,312,000 | 13.28% |
| TERRIL BROTHERS, INC. | 1,160,010 | $58,557,000 | 12.87% |
| Paradigm, Strategies in Wealth Management, LLC | 247,331 | $12,485,000 | 12.65% |