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 ↓ |
|---|---|---|---|
| REDW Wealth LLC | 1,415,002 | $71,429,000 | 20.75% |
| Aspire Capital Advisors LLC | 113,686 | $5,739,000 | 19.17% |
| MASON STREET ADVISORS, LLC | 493,250 | $24,899,000 | 18.10% |
| SUN LIFE FINANCIAL INC | 9,501,354 | $479,628,000 | 17.80% |
| Cornerstone Management, Inc. | 1,116,747 | $56,373,366 | 15.56% |
| Paradigm Capital Management, LLC/NV | 282,614 | $14,266,000 | 14.18% |
| Pinion Investment Advisors, LLC | 758,594 | $38,376,000 | 14.08% |
| McCarthy Asset Management, Inc. | 382,561 | $19,312,000 | 13.28% |
| TERRIL BROTHERS, INC. | 1,160,010 | $58,557,000 | 12.87% |
| Paradigm, Strategies in Wealth Management, LLC | 247,331 | $12,485,000 | 12.65% |