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 | $471,429 | +1.8% | 9,395 | +1.8% | 0.26% | -10.5% |
| Q2 2023 | $462,943 | -1.9% | 9,233 | -1.5% | 0.30% | -4.8% |
| Q1 2023 | $471,795 | +27.9% | 9,376 | +27.4% | 0.31% | +24.0% |
| Q4 2022 | $369,000 | -3.9% | 7,361 | -3.9% | 0.25% | -19.6% |
| Q3 2022 | $384,000 | -4.7% | 7,661 | -4.9% | 0.31% | -8.3% |
| Q2 2022 | $403,000 | -0.5% | 8,053 | -0.1% | 0.34% | +14.9% |
| Q1 2022 | $405,000 | -10.6% | 8,065 | -10.1% | 0.30% | -11.4% |
| Q4 2021 | $453,000 | – | 8,975 | – | 0.33% | – |
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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% |