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 | $2,045,436 | +2.4% | 40,528 | +2.4% | 0.47% | +4.4% |
| Q1 2024 | $1,996,697 | -29.8% | 39,578 | -30.1% | 0.45% | -33.6% |
| Q4 2023 | $2,844,217 | +12.8% | 56,624 | +12.7% | 0.68% | -4.5% |
| 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 | $1,015,000 | – | 19,999 | – | 0.85% | – |
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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% |