J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 954 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $849,606 | +0.0% | 16,834 | +0.0% | 0.42% | -6.4% |
| Q1 2024 | $849,231 | +63.1% | 16,833 | +62.4% | 0.45% | +49.3% |
| Q4 2023 | $520,712 | -7.4% | 10,367 | -7.5% | 0.30% | -12.5% |
| Q3 2023 | $562,275 | -13.1% | 11,205 | -13.2% | 0.34% | -8.5% |
| Q2 2023 | $647,103 | -0.6% | 12,906 | -0.2% | 0.38% | -7.1% |
| Q1 2023 | $650,819 | -7.4% | 12,934 | -7.8% | 0.41% | -14.5% |
| Q4 2022 | $703,166 | -6.6% | 14,027 | -6.6% | 0.48% | -30.2% |
| Q3 2022 | $753,000 | +7.3% | 15,017 | +7.2% | 0.68% | -0.4% |
| Q2 2022 | $702,000 | -3.2% | 14,014 | -2.8% | 0.68% | +19.4% |
| Q1 2022 | $725,000 | -70.2% | 14,412 | -70.1% | 0.57% | -71.5% |
| Q4 2021 | $2,432,000 | – | 48,171 | – | 2.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 1,942,249 | $98,657,000 | 27.84% |
| REDW Wealth LLC | 1,294,793 | $65,769,000 | 27.66% |
| Frisch Financial Group, Inc. | 1,006,669 | $51,134,000 | 22.25% |
| Symphony Financial, Ltd. Co. | 1,009,301 | $51,267,000 | 20.91% |
| Donoghue Forlines LLC | 1,049,622 | $53,316,000 | 14.61% |
| Klingman & Associates, LLC | 2,114,235 | $107,393,000 | 14.45% |
| Cornerstone Management, Inc. | 861,660 | $43,768,043 | 14.40% |
| Beacon Harbor Wealth Advisors, Inc. | 528,083 | $26,824,000 | 13.09% |
| Pachira Investments Inc. | 189,013 | $9,601,000 | 12.52% |
| Next Capital Management LLC | 336,404 | $17,088,000 | 11.38% |