J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 956 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $13,447 | -14.7% | 266,432 | -14.7% | 1.00% | -24.4% |
| Q1 2024 | $15,761 | -3.9% | 312,413 | -4.3% | 1.32% | +9.3% |
| Q4 2023 | $16,393 | -16.7% | 326,351 | -14.2% | 1.20% | -16.4% |
| Q3 2023 | $19,674 | +20.4% | 380,489 | +16.7% | 1.44% | -24.5% |
| Q2 2023 | $16,346 | -0.3% | 325,999 | +0.0% | 1.91% | -9.1% |
| Q1 2023 | $16,397 | -99.9% | 325,860 | +6.4% | 2.10% | -0.3% |
| Q4 2022 | $15,353,676 | +3470.6% | 306,277 | +3471.3% | 2.11% | +3596.5% |
| Q3 2022 | $430,000 | -17.1% | 8,576 | -17.2% | 0.06% | +58.3% |
| Q2 2022 | $519,000 | – | 10,361 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| REDW Wealth LLC | 1,132,887 | $57,132,000 | 31.82% |
| Financial Perspectives, Inc | 544,854 | $27,476,975 | 18.75% |
| 3EDGE Asset Management, LP | 3,028,051 | $152,705,000 | 17.49% |
| LAU ASSOCIATES LLC | 679,594 | $34,272,000 | 17.06% |
| Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 1,437,720 | $72,504,000 | 16.71% |
| Paragon Advisors, LLC | 265,495 | $13,398,000 | 14.46% |
| Quaker Wealth Management, LLC | 463,252 | $23,362,000 | 13.89% |
| Cardinal Strategic Wealth Guidance | 259,157 | $13,069,000 | 11.24% |
| Compass Financial Group, Inc. | 227,363 | $11,466,000 | 10.35% |
| Roof Eidam Maycock Peralta, LLC | 528,711 | $26,663,000 | 10.27% |