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 | $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 ↓ |
|---|---|---|---|
| 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% |