ENCOMPASS WEALTH ADVISORS, LLC - J P MORGAN EXCHANGE-TRADED F ownership

J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 831 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.6%.

Quarter-by-quarter ownership
ENCOMPASS WEALTH ADVISORS, LLC ownership history of J P MORGAN EXCHANGE-TRADED F
ValueSharesWeighting
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$8,981,000176,8305.17%
Other shareholders
J P MORGAN EXCHANGE-TRADED F shareholders Q2 2022
NameSharesValueWeighting ↓
REDW Wealth LLC 1,415,002$71,429,00020.75%
Aspire Capital Advisors LLC 113,686$5,739,00019.17%
MASON STREET ADVISORS, LLC 493,250$24,899,00018.10%
SUN LIFE FINANCIAL INC 9,501,354$479,628,00017.80%
Cornerstone Management, Inc. 1,116,747$56,373,36615.56%
Paradigm Capital Management, LLC/NV 282,614$14,266,00014.18%
Pinion Investment Advisors, LLC 758,594$38,376,00014.08%
McCarthy Asset Management, Inc. 382,561$19,312,00013.28%
TERRIL BROTHERS, INC. 1,160,010$58,557,00012.87%
Paradigm, Strategies in Wealth Management, LLC 247,331$12,485,00012.65%
View complete list of J P MORGAN EXCHANGE-TRADED F shareholders