J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 956 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $480,145 | +2.3% | 9,513 | +2.2% | 0.22% | 0.0% |
| Q1 2024 | $469,554 | +2.9% | 9,307 | +2.5% | 0.22% | -4.7% |
| Q4 2023 | $456,142 | -3.2% | 9,081 | -3.3% | 0.23% | -12.1% |
| 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 ↓ |
|---|---|---|---|
| REDW Wealth LLC | 1,132,887 | $57,132,000 | 31.82% |
| Financial Perspectives, Inc | 544,854 | $27,476,975 | 18.75% |
| 3EDGE Asset Management, LP | 3,028,051 | $152,705,000 | 17.49% |
| LAU ASSOCIATES LLC | 679,594 | $34,272,000 | 17.06% |
| Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 1,437,720 | $72,504,000 | 16.71% |
| Paragon Advisors, LLC | 265,495 | $13,398,000 | 14.46% |
| Quaker Wealth Management, LLC | 463,252 | $23,362,000 | 13.89% |
| Cardinal Strategic Wealth Guidance | 259,157 | $13,069,000 | 11.24% |
| Compass Financial Group, Inc. | 227,363 | $11,466,000 | 10.35% |
| Roof Eidam Maycock Peralta, LLC | 528,711 | $26,663,000 | 10.27% |