J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 935 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,002,295 | +4.2% | 19,974 | +4.1% | 0.66% | +5.3% |
| Q2 2023 | $961,635 | +24.9% | 19,179 | +25.3% | 0.62% | +31.0% |
| Q1 2023 | $770,047 | +139.4% | 15,303 | +138.5% | 0.48% | +125.0% |
| Q4 2022 | $321,684 | -54.4% | 6,417 | -54.3% | 0.21% | -57.8% |
| Q3 2022 | $705,000 | +11.9% | 14,050 | +11.7% | 0.50% | +3.9% |
| Q2 2022 | $630,000 | -24.2% | 12,576 | -24.0% | 0.48% | -16.0% |
| Q1 2022 | $831,000 | -16.1% | 16,539 | -15.7% | 0.58% | -14.1% |
| Q4 2021 | $990,000 | – | 19,619 | – | 0.67% | – |
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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% |