J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 941 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,772,531 | +13.4% | 35,120 | +13.4% | 1.29% | +10.3% |
| Q1 2024 | $1,562,930 | +4.9% | 30,980 | +4.4% | 1.17% | -5.6% |
| Q4 2023 | $1,490,183 | +8.7% | 29,667 | +8.6% | 1.24% | +0.7% |
| Q3 2023 | $1,371,114 | +21.8% | 27,324 | +21.7% | 1.23% | +19.3% |
| Q2 2023 | $1,125,984 | +7.4% | 22,457 | +7.8% | 1.03% | -2.1% |
| Q1 2023 | $1,048,438 | +31.3% | 20,835 | +30.8% | 1.05% | +19.9% |
| Q4 2022 | $798,500 | +15.6% | 15,929 | +15.6% | 0.88% | +4.9% |
| Q3 2022 | $691,000 | +11.3% | 13,780 | +11.2% | 0.84% | +12.0% |
| Q2 2022 | $621,000 | +27.3% | 12,394 | +27.7% | 0.75% | +45.8% |
| Q1 2022 | $488,000 | +14.0% | 9,704 | +14.4% | 0.51% | +18.5% |
| Q4 2021 | $428,000 | – | 8,484 | – | 0.43% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| REDW Wealth LLC | 1,132,887 | $57,132,000 | 31.82% |
| Financial Perspectives, Inc | 544,854 | $27,476,975 | 18.75% |
| 3EDGE Asset Management, LP | 3,028,051 | $152,705,000 | 17.49% |
| LAU ASSOCIATES LLC | 679,594 | $34,272,000 | 17.06% |
| Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 1,437,720 | $72,504,000 | 16.71% |
| Paragon Advisors, LLC | 265,495 | $13,398,000 | 14.46% |
| Quaker Wealth Management, LLC | 463,252 | $23,362,000 | 13.89% |
| Cardinal Strategic Wealth Guidance | 259,157 | $13,069,000 | 11.24% |
| Compass Financial Group, Inc. | 227,363 | $11,466,000 | 10.35% |
| Roof Eidam Maycock Peralta, LLC | 528,711 | $26,663,000 | 10.27% |