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 | $232,832 | -14.4% | 4,640 | -14.4% | 0.17% | -13.0% |
| Q2 2023 | $271,858 | -20.3% | 5,422 | -20.0% | 0.19% | -24.6% |
| Q1 2023 | $341,036 | -55.3% | 6,777 | -55.4% | 0.26% | -59.7% |
| Q4 2022 | $762,236 | -0.5% | 15,205 | -0.4% | 0.64% | -10.9% |
| Q3 2022 | $766,000 | -29.3% | 15,272 | -29.4% | 0.71% | -23.9% |
| Q2 2022 | $1,084,000 | -19.5% | 21,643 | -19.2% | 0.94% | -16.1% |
| Q1 2022 | $1,347,000 | -12.6% | 26,792 | -12.3% | 1.12% | -11.1% |
| Q4 2021 | $1,542,000 | -40.9% | 30,540 | -40.6% | 1.26% | +8.7% |
| Q3 2021 | $2,608,000 | +129.0% | 51,438 | +129.2% | 1.16% | +12.7% |
| Q2 2021 | $1,139,000 | +10.4% | 22,439 | +10.4% | 1.02% | +0.6% |
| Q1 2021 | $1,032,000 | +54.5% | 20,324 | +54.5% | 1.02% | +45.4% |
| Q4 2020 | $668,000 | – | 13,153 | – | 0.70% | – |
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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% |