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 | $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 ↓ |
|---|---|---|---|
| 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% |