J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 778 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2021. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,640,367 | +5.7% | 92,474 | +5.6% | 2.00% | +6.6% |
| Q2 2023 | $4,390,881 | +15.6% | 87,572 | +16.0% | 1.88% | +0.4% |
| Q1 2023 | $3,799,282 | +25.0% | 75,502 | +24.5% | 1.87% | +10.4% |
| Q4 2022 | $3,039,833 | +7.2% | 60,639 | +7.2% | 1.70% | -9.2% |
| Q3 2022 | $2,836,000 | +14.6% | 56,545 | +14.5% | 1.87% | +12.4% |
| Q2 2022 | $2,475,000 | -7.2% | 49,403 | -6.9% | 1.66% | -20.0% |
| Q1 2022 | $2,668,000 | +1.0% | 53,070 | +1.4% | 2.08% | +25.4% |
| Q4 2021 | $2,642,000 | – | 52,342 | – | 1.66% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| REDW Wealth LLC | 1,415,002 | $71,429,000 | 20.75% |
| Aspire Capital Advisors LLC | 113,686 | $5,739,000 | 19.17% |
| MASON STREET ADVISORS, LLC | 493,250 | $24,899,000 | 18.10% |
| SUN LIFE FINANCIAL INC | 9,501,354 | $479,628,000 | 17.80% |
| Cornerstone Management, Inc. | 1,116,747 | $56,373,366 | 15.56% |
| Paradigm Capital Management, LLC/NV | 282,614 | $14,266,000 | 14.18% |
| Pinion Investment Advisors, LLC | 758,594 | $38,376,000 | 14.08% |
| McCarthy Asset Management, Inc. | 382,561 | $19,312,000 | 13.28% |
| TERRIL BROTHERS, INC. | 1,160,010 | $58,557,000 | 12.87% |
| Paradigm, Strategies in Wealth Management, LLC | 247,331 | $12,485,000 | 12.65% |