J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 849 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $304,191 | -11.5% | 6,062 | -11.6% | 0.20% | -12.8% |
| Q2 2023 | $343,910 | -5.8% | 6,859 | -5.5% | 0.23% | -7.4% |
| Q1 2023 | $365,273 | +79.9% | 7,259 | +79.2% | 0.24% | +63.8% |
| Q4 2022 | $203,077 | -59.4% | 4,051 | -59.4% | 0.15% | -62.9% |
| Q3 2022 | $500,000 | +0.2% | 9,969 | 0.0% | 0.40% | +3.9% |
| Q2 2022 | $499,000 | +18.0% | 9,969 | +18.5% | 0.39% | +51.8% |
| Q1 2022 | $423,000 | +5.5% | 8,411 | +5.8% | 0.26% | +11.8% |
| Q4 2021 | $401,000 | -0.5% | 7,948 | 0.0% | 0.23% | -6.6% |
| Q3 2021 | $403,000 | +16.5% | 7,948 | +16.5% | 0.24% | +13.5% |
| Q2 2021 | $346,000 | 0.0% | 6,821 | 0.0% | 0.22% | -11.2% |
| Q1 2021 | $346,000 | +8.1% | 6,821 | +8.3% | 0.24% | +2.1% |
| Q4 2020 | $320,000 | – | 6,296 | – | 0.24% | – |
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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% |