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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $12,468,293 | -6.5% | 248,670 | -6.2% | 5.74% | -14.9% |
| Q1 2023 | $13,342,093 | +5.1% | 265,145 | +4.7% | 6.74% | -9.4% |
| Q4 2022 | $12,692,695 | -4.2% | 253,196 | -4.1% | 7.44% | -14.7% |
| Q3 2022 | $13,245,000 | +55.6% | 264,054 | +55.4% | 8.73% | +49.0% |
| Q2 2022 | $8,510,000 | -10.7% | 169,889 | -10.4% | 5.86% | -5.5% |
| Q1 2022 | $9,528,000 | -9.8% | 189,544 | -9.4% | 6.20% | -2.4% |
| Q4 2021 | $10,559,000 | – | 209,178 | – | 6.35% | – |
Download | ||||||
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% |