J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 24 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Asset Management Resources, LLC | 963,346 | $48,340,727 | 30.02% |
| McCarthy Asset Management, Inc. | 626,080 | $31,416,687 | 23.05% |
| ACT Advisors, LLC. | 620,671 | $31,145,271 | 19.29% |
| Arcus Capital Partners, LLC | 1,156,309 | $58,023,566 | 17.81% |
| Marks Wealth, LLC | 9,167 | $460,000 | 17.46% |
| Cornerstone Management, Inc. | 1,274,034 | $63,931,016 | 17.08% |
| Meridian Financial Partners LLC | 256,787 | $12,865 | 13.17% |
| Paradigm, Strategies in Wealth Management, LLC | 391,474 | $19,644,151 | 12.52% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 397,608 | $19,896,305 | 11.88% |
| Smart Portfolios, LLC | 118,624 | $5,952,555 | 10.69% |