Roberts Wealth Advisors, LLC - J P MORGAN EXCHANGE-TRADED F ownership

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
Roberts Wealth Advisors, LLC ownership history of J P MORGAN EXCHANGE-TRADED F
ValueSharesWeighting
Q3 2023$16,532,610
-2.1%
330,058
-2.0%
7.27%
-2.1%
Q2 2023$16,889,358
-0.7%
336,844
-0.6%
7.43%
-4.8%
Q1 2023$17,011,600
-0.8%
338,809
-1.0%
7.80%
-5.7%
Q4 2022$17,154,422
+10.5%
342,267
+10.4%
8.28%
+8.5%
Q3 2022$15,520,000
+0.6%
309,975
+0.6%
7.63%
+13.6%
Q2 2022$15,421,000
-3.0%
308,171
-2.7%
6.72%
+7.9%
Q1 2022$15,898,000
-3.4%
316,575
-2.9%
6.23%
+5.0%
Q4 2021$16,465,000
-0.8%
326,161
-0.3%
5.93%
-9.7%
Q3 2021$16,601,000327,3016.57%
Other shareholders
J P MORGAN EXCHANGE-TRADED F shareholders Q3 2023
NameSharesValueWeighting ↓
ACT Advisors, LLC. 886,237$44,454,00031.00%
FOSTER DYKEMA CABOT & CO INC/MA 3,952,216$198,24324.90%
Requisite Capital Management, LLC 1,291,172$64,765,00021.86%
Cornerstone Management, Inc. 1,550,594$77,777,81621.13%
McCarthy Asset Management, Inc. 528,284$26,499,00020.73%
Paradigm Capital Management, LLC/NV 289,658$14,529,00019.35%
Legacy Wealth Management, Inc 3,649,362$183,052,00019.01%
Meridian Financial Partners LLC 252,633$12,647,00017.92%
Reitz Capital Advisors LLC 382,994$19,211,00017.62%
GRIMES & COMPANY, INC. 5,817,232$291,792,00015.23%
View complete list of J P MORGAN EXCHANGE-TRADED F shareholders