Fermata 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 778 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.3%.

Quarter-by-quarter ownership
Fermata Advisors, LLC ownership history of J P MORGAN EXCHANGE-TRADED F
ValueSharesWeighting
Q3 2023$2,521,830
-19.5%
50,260
-19.6%
0.71%
-75.0%
Q2 2023$3,133,661
+13.4%
62,499
+13.8%
2.84%
+69.9%
Q1 2023$2,763,200
-11.1%
54,912
-11.4%
1.67%
+81.2%
Q4 2022$3,107,129
+32.8%
61,980
+32.9%
0.92%
+21.0%
Q3 2022$2,339,000
+41.5%
46,624
+41.3%
0.76%
+32.1%
Q2 2022$1,653,000
-1.3%
33,002
-0.9%
0.58%
-8.3%
Q1 2022$1,674,000
+211.2%
33,303
+212.5%
0.63%
+218.8%
Q4 2021$538,000
-25.9%
10,656
-25.5%
0.20%
-38.6%
Q3 2021$726,000
-29.4%
14,306
-29.4%
0.32%
-46.2%
Q2 2021$1,028,000
+1.3%
20,263
+1.3%
0.60%
-30.1%
Q1 2021$1,015,00019,9990.85%
Other shareholders
J P MORGAN EXCHANGE-TRADED F shareholders Q4 2021
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