J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 896 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,188 | -58.9% | 23,676 | -58.9% | 0.48% | -32.9% |
| Q2 2023 | $2,887 | +0.6% | 57,577 | +1.0% | 0.72% | +7.3% |
| Q1 2023 | $2,869 | +34.0% | 57,019 | +33.5% | 0.67% | +3.5% |
| Q4 2022 | $2,141 | -99.9% | 42,709 | -15.5% | 0.65% | -12.7% |
| Q3 2022 | $2,536,000 | +1119.2% | 50,568 | +1115.6% | 0.74% | +1249.1% |
| Q2 2022 | $208,000 | -94.9% | 4,160 | -94.9% | 0.06% | -94.3% |
| Q1 2022 | $4,110,000 | -9.5% | 81,929 | -8.9% | 0.97% | -4.8% |
| Q4 2021 | $4,539,000 | -4.1% | 89,922 | -3.7% | 1.02% | -23.4% |
| Q3 2021 | $4,735,000 | +27.8% | 93,361 | +27.9% | 1.33% | -22.9% |
| Q2 2021 | $3,705,000 | 0.0% | 73,007 | 0.0% | 1.73% | +5.2% |
| Q1 2021 | $3,705,000 | -0.2% | 73,007 | -0.1% | 1.64% | -6.2% |
| Q4 2020 | $3,712,000 | – | 73,082 | – | 1.75% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 2,063,952 | $104,828,000 | 26.19% |
| REDW Wealth LLC | 1,319,132 | $66,999,000 | 24.79% |
| McCarthy Asset Management, Inc. | 400,827 | $20,358,000 | 16.88% |
| Frisch Financial Group, Inc. | 875,261 | $44,455,000 | 16.27% |
| Pachira Investments Inc. | 322,598 | $16,385,000 | 15.67% |
| Fountainhead AM, LLC | 482,212 | $24,492,000 | 15.25% |
| Symphony Financial, Ltd. Co. | 807,685 | $41,022,000 | 14.72% |
| Cardinal Strategic Wealth Guidance | 472,836 | $24,015,000 | 14.26% |
| Pinion Investment Advisors, LLC | 258,666 | $13,138,000 | 13.82% |
| Klingman & Associates, LLC | 2,097,257 | $106,520,000 | 12.29% |