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 | $7,140,865 | -2.4% | 142,305 | -2.5% | 3.42% | +0.7% |
| Q2 2023 | $7,315,677 | +2.6% | 145,905 | +3.0% | 3.40% | -8.6% |
| Q1 2023 | $7,128,432 | -9.7% | 141,662 | -10.0% | 3.72% | -18.2% |
| Q4 2022 | $7,893,971 | +10.6% | 157,470 | +10.6% | 4.55% | +2.4% |
| Q3 2022 | $7,140,000 | +178.5% | 142,336 | +178.0% | 4.45% | +153.0% |
| Q2 2022 | $2,564,000 | +113.1% | 51,195 | +113.9% | 1.76% | +146.1% |
| Q1 2022 | $1,203,000 | +137.3% | 23,938 | +138.4% | 0.71% | +151.4% |
| Q4 2021 | $507,000 | – | 10,042 | – | 0.28% | – |
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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% |