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 ↓ |
|---|---|---|---|
| Corbenic Partners LLC | 1,007,977 | $51,044,000 | 11.10% |
| Auxano Advisors, LLC | 382,697 | $19,380,000 | 8.25% |
| CEERA INVESTMENTS, LLC | 246,893 | $12,503,000 | 6.23% |
| Bridgewater Advisors Inc. | 466,897 | $23,644,000 | 5.75% |
| TMD Wealth Management, LLC | 289,608 | $14,666,000 | 5.64% |
| John W. Brooker & Co., CPAs | 143,998 | $7,292,000 | 3.95% |
| Slow Capital, Inc. | 410,352 | $20,780,000 | 3.88% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 1,831,209 | $92,732,000 | 3.31% |
| Kathmere Capital Management, LLC | 366,308 | $18,550,000 | 3.16% |
| WEATHERLY ASSET MANAGEMENT L. P. | 523,092 | $26,489,000 | 3.10% |