J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 956 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,881,988 | +32.9% | 57,103 | +32.9% | 0.52% | +25.2% |
| Q1 2024 | $2,168,398 | +34.7% | 42,981 | +34.1% | 0.42% | +22.4% |
| Q4 2023 | $1,609,420 | +18.8% | 32,041 | +18.7% | 0.34% | +9.7% |
| 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 | 1,132,887 | $57,132,000 | 31.82% |
| Financial Perspectives, Inc | 544,854 | $27,476,975 | 18.75% |
| 3EDGE Asset Management, LP | 3,028,051 | $152,705,000 | 17.49% |
| LAU ASSOCIATES LLC | 679,594 | $34,272,000 | 17.06% |
| Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 1,437,720 | $72,504,000 | 16.71% |
| Paragon Advisors, LLC | 265,495 | $13,398,000 | 14.46% |
| Quaker Wealth Management, LLC | 463,252 | $23,362,000 | 13.89% |
| Cardinal Strategic Wealth Guidance | 259,157 | $13,069,000 | 11.24% |
| Compass Financial Group, Inc. | 227,363 | $11,466,000 | 10.35% |
| Roof Eidam Maycock Peralta, LLC | 528,711 | $26,663,000 | 10.27% |