J P MORGAN EXCHANGE-TRADED F's ticker is JMST and the CUSIP is 46641Q654. A total of 7 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,204,766 | -11.4% | 43,702 | -11.0% | 1.41% | -16.5% |
| Q2 2023 | $2,487,776 | +98.4% | 49,117 | +99.0% | 1.68% | +70.5% |
| Q1 2023 | $1,253,751 | +17.4% | 24,685 | +16.8% | 0.99% | +3.8% |
| Q4 2022 | $1,068,158 | +29.0% | 21,137 | +28.4% | 0.95% | +26.0% |
| Q3 2022 | $828,000 | +13.0% | 16,465 | +13.7% | 0.76% | -5.4% |
| Q2 2022 | $733,000 | -16.0% | 14,475 | -16.0% | 0.80% | -12.5% |
| Q1 2022 | $873,000 | -26.4% | 17,230 | -25.8% | 0.91% | -24.1% |
| Q4 2021 | $1,186,000 | +0.7% | 23,236 | +0.8% | 1.20% | +8.0% |
| Q3 2021 | $1,178,000 | +6.4% | 23,060 | +6.3% | 1.11% | +11.6% |
| Q2 2021 | $1,107,000 | -22.2% | 21,691 | -22.1% | 1.00% | -27.5% |
| Q1 2021 | $1,422,000 | – | 27,851 | – | 1.37% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Requisite Capital Management, LLC | 256,220 | $13,061,000 | 5.02% |
| Lehman & Derafelo Financial Resources LLC | 180,000 | $9,176,000 | 3.20% |
| New England Investment & Retirement Group, Inc. | 176,935 | $9,019,000 | 2.27% |
| AVALON CAPITAL MANAGEMENT | 40,000 | $2,039,000 | 2.01% |
| 3D ASSET MANAGEMENT, INC | 140,638 | $7,169,000 | 2.00% |
| FCG ADVISORS, LLC | 141,826 | $7,230,000 | 1.89% |
| Grant Street Asset Management, Inc. | 59,440 | $3,030,000 | 1.80% |
| Monterey Private Wealth, Inc. | 32,052 | $1,634,000 | 1.16% |
| Ironsides Asset Advisors, LLC | 63,705 | $3,247,000 | 1.07% |
| PACIFIC CAPITAL WEALTH ADVISORS, INC | 28,700 | $1,463,000 | 0.99% |