J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 658 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,737,319 | -42.3% | 54,550 | -42.3% | 0.90% | -55.4% |
| Q2 2023 | $4,742,974 | -0.2% | 94,595 | +0.2% | 2.01% | -3.8% |
| Q1 2023 | $4,750,935 | +22.0% | 94,414 | +21.6% | 2.09% | +61.8% |
| Q4 2022 | $3,893,647 | +132.7% | 77,671 | +136.4% | 1.29% | +98.2% |
| Q3 2022 | $1,673,000 | +446.7% | 32,850 | +438.5% | 0.65% | +438.8% |
| Q2 2022 | $306,000 | -0.3% | 6,100 | 0.0% | 0.12% | +13.1% |
| Q1 2022 | $307,000 | -0.3% | 6,100 | 0.0% | 0.11% | -15.7% |
| Q4 2021 | $308,000 | -0.3% | 6,100 | 0.0% | 0.13% | +0.8% |
| Q3 2021 | $309,000 | -29.9% | 6,100 | -29.9% | 0.13% | -37.3% |
| Q2 2021 | $441,000 | +1.1% | 8,700 | +1.2% | 0.20% | +0.5% |
| Q1 2021 | $436,000 | -80.0% | 8,600 | -87.6% | 0.20% | -84.3% |
| Q4 2020 | $2,182,000 | – | 69,623 | – | 1.28% | – |
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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% |