J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 927 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
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 ↓ |
|---|---|---|---|
| REDW Wealth LLC | 1,415,002 | $71,429,000 | 20.75% |
| Aspire Capital Advisors LLC | 113,686 | $5,739,000 | 19.17% |
| MASON STREET ADVISORS, LLC | 493,250 | $24,899,000 | 18.10% |
| SUN LIFE FINANCIAL INC | 9,501,354 | $479,628,000 | 17.80% |
| Cornerstone Management, Inc. | 1,116,747 | $56,373,366 | 15.56% |
| Paradigm Capital Management, LLC/NV | 282,614 | $14,266,000 | 14.18% |
| Pinion Investment Advisors, LLC | 758,594 | $38,376,000 | 14.08% |
| McCarthy Asset Management, Inc. | 382,561 | $19,312,000 | 13.28% |
| TERRIL BROTHERS, INC. | 1,160,010 | $58,557,000 | 12.87% |
| Paradigm, Strategies in Wealth Management, LLC | 247,331 | $12,485,000 | 12.65% |