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 | $9,499,127 | -1.6% | 189,301 | -1.7% | 3.16% | +0.6% |
| Q2 2023 | $9,653,482 | -2.3% | 192,531 | -1.9% | 3.14% | -6.6% |
| Q1 2023 | $9,875,843 | +1.4% | 196,261 | +1.0% | 3.36% | -5.4% |
| Q4 2022 | $9,742,284 | -1.1% | 194,340 | -1.1% | 3.55% | -5.2% |
| Q3 2022 | $9,855,000 | +0.2% | 196,479 | +0.1% | 3.75% | +7.8% |
| Q2 2022 | $9,832,000 | -7.7% | 196,279 | -7.3% | 3.48% | +29.5% |
| Q1 2022 | $10,647,000 | -0.5% | 211,803 | -0.1% | 2.69% | +3.2% |
| Q4 2021 | $10,700,000 | +2.6% | 211,972 | +3.1% | 2.60% | -4.3% |
| Q3 2021 | $10,433,000 | -2.6% | 205,698 | -2.6% | 2.72% | +3.2% |
| Q2 2021 | $10,716,000 | -9.6% | 211,203 | -9.6% | 2.64% | -12.7% |
| Q1 2021 | $11,849,000 | +31.9% | 233,630 | +32.1% | 3.02% | -41.6% |
| Q4 2020 | $8,981,000 | – | 176,830 | – | 5.17% | – |
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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% |