J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 935 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,740,868 | -5.1% | 114,406 | -5.2% | 2.18% | -0.4% |
| Q2 2023 | $6,052,428 | +6.7% | 120,711 | +7.1% | 2.19% | +0.5% |
| Q1 2023 | $5,673,063 | -6.9% | 112,740 | -7.3% | 2.18% | -12.8% |
| Q4 2022 | $6,093,470 | +74.1% | 121,553 | +74.2% | 2.50% | +57.4% |
| Q3 2022 | $3,499,000 | +4.9% | 69,765 | +4.7% | 1.58% | +5.5% |
| Q2 2022 | $3,337,000 | +33.2% | 66,628 | +33.7% | 1.50% | +47.9% |
| Q1 2022 | $2,506,000 | +40.6% | 49,849 | +41.2% | 1.02% | +28.6% |
| Q4 2021 | $1,782,000 | +375.2% | 35,310 | +377.9% | 0.79% | +189.4% |
| Q2 2021 | $375,000 | 0.0% | 7,389 | 0.0% | 0.27% | -8.4% |
| Q1 2021 | $375,000 | -4.6% | 7,389 | -4.5% | 0.30% | -17.2% |
| Q4 2020 | $393,000 | – | 7,739 | – | 0.36% | – |
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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% |