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 | $61,617,707 | +21.2% | 1,227,891 | +21.1% | 1.37% | +17.3% |
| Q2 2023 | $50,839,173 | +15.9% | 1,013,901 | +16.3% | 1.17% | +8.4% |
| Q1 2023 | $43,871,386 | +9.7% | 871,805 | +9.3% | 1.08% | +14.2% |
| Q4 2022 | $39,986,203 | +1.8% | 797,610 | +1.9% | 0.94% | +15.5% |
| Q3 2022 | $39,264,000 | +165.1% | 782,740 | +164.7% | 0.82% | +142.0% |
| Q2 2022 | $14,812,000 | +10.0% | 295,678 | +10.9% | 0.34% | -20.7% |
| Q1 2022 | $13,463,000 | – | 266,685 | – | 0.43% | – |
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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% |