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 | $26,826,240 | -0.0% | 534,600 | -0.1% | 0.91% | +3.2% |
| Q2 2023 | $26,833,610 | -27.1% | 535,174 | -26.9% | 0.89% | -34.6% |
| Q1 2023 | $36,827,243 | +5.4% | 731,861 | +5.0% | 1.36% | -3.1% |
| Q4 2022 | $34,925,486 | -6.1% | 696,698 | -6.1% | 1.40% | -12.5% |
| Q3 2022 | $37,213,000 | +3.3% | 741,880 | +3.2% | 1.60% | +8.0% |
| Q2 2022 | $36,010,000 | -0.3% | 718,897 | +0.1% | 1.48% | +17.7% |
| Q1 2022 | $36,107,000 | +117.9% | 718,261 | +118.8% | 1.26% | +133.6% |
| Q4 2021 | $16,570,000 | +12.4% | 328,252 | +12.9% | 0.54% | +0.6% |
| Q3 2021 | $14,746,000 | – | 290,726 | – | 0.54% | – |
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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% |