J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 24 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2023. 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 ↓ |
|---|---|---|---|
| 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% |