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 | $928,327 | -0.4% | 18,500 | -0.5% | 0.97% | +5.0% |
| Q2 2023 | $931,830 | +1.7% | 18,585 | +2.1% | 0.92% | -0.8% |
| Q1 2023 | $916,006 | +4.7% | 18,204 | +4.3% | 0.93% | +1.4% |
| Q4 2022 | $875,106 | +4.1% | 17,457 | -5.5% | 0.92% | -2.6% |
| Q3 2022 | $841,000 | -8.7% | 18,470 | +0.4% | 0.94% | -4.2% |
| Q2 2022 | $921,000 | -5.0% | 18,390 | -4.7% | 0.98% | +11.0% |
| Q1 2022 | $969,000 | +0.4% | 19,290 | +0.8% | 0.88% | +2.6% |
| Q4 2021 | $965,000 | – | 19,130 | – | 0.86% | – |
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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% |