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 24 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.

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 2023
NameSharesValueWeighting ↓
Sanctuary Wealth Management, L.L.C. 742,470$37,190,00045.59%
ACT Advisors, LLC. 812,844$40,715,00029.85%
FOSTER DYKEMA CABOT & CO INC/MA 3,924,182$196,562,00024.25%
Requisite Capital Management, LLC 1,329,285$66,584,00022.12%
Magnolia Wealth Management, LLC 368,681$18,467,00020.93%
Cornerstone Management, Inc. 1,568,601$78,571,24620.43%
Paradigm Capital Management, LLC/NV 297,420$14,898,00018.72%
Reitz Capital Advisors LLC 384,229$19,246,00017.23%
Smart Portfolios, LLC 162,077$8,127,00016.42%
McCarthy Asset Management, Inc. 397,372$19,904,00016.20%
View complete list of J P MORGAN EXCHANGE-TRADED F shareholders