J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 804 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,030 | -0.0% | 379,229 | -0.1% | 5.44% | +4.1% |
| Q2 2023 | $19,037 | -0.4% | 379,680 | -0.0% | 5.23% | -6.9% |
| Q1 2023 | $19,112 | +2.2% | 379,816 | +1.8% | 5.62% | -12.1% |
| Q4 2022 | $18,703 | -99.9% | 373,085 | -5.9% | 6.39% | -10.1% |
| Q3 2022 | $19,881,000 | +10.4% | 396,360 | +10.3% | 7.11% | +14.3% |
| Q2 2022 | $18,000,000 | -35.1% | 359,351 | -34.9% | 6.22% | -18.8% |
| Q1 2022 | $27,752,000 | +3.7% | 552,051 | +4.1% | 7.66% | -0.3% |
| Q4 2021 | $26,769,000 | +14.8% | 530,283 | +15.3% | 7.68% | -10.0% |
| Q3 2021 | $23,324,000 | +6.0% | 459,850 | +6.0% | 8.54% | +2.6% |
| Q2 2021 | $22,013,000 | +29.6% | 433,830 | +29.7% | 8.32% | +15.2% |
| Q1 2021 | $16,981,000 | – | 334,572 | – | 7.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 2,063,952 | $104,828,000 | 26.19% |
| REDW Wealth LLC | 1,319,132 | $66,999,000 | 24.79% |
| McCarthy Asset Management, Inc. | 400,827 | $20,358,000 | 16.88% |
| Frisch Financial Group, Inc. | 875,261 | $44,455,000 | 16.27% |
| Pachira Investments Inc. | 322,598 | $16,385,000 | 15.67% |
| Fountainhead AM, LLC | 482,212 | $24,492,000 | 15.25% |
| Symphony Financial, Ltd. Co. | 807,685 | $41,022,000 | 14.72% |
| Cardinal Strategic Wealth Guidance | 472,836 | $24,015,000 | 14.26% |
| Pinion Investment Advisors, LLC | 258,666 | $13,138,000 | 13.82% |
| Klingman & Associates, LLC | 2,097,257 | $106,520,000 | 12.29% |