J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 804 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,868,664 | -14.5% | 97,024 | -14.6% | 4.02% | -11.3% |
| Q2 2023 | $5,696,305 | -1.6% | 113,608 | -1.2% | 4.53% | -7.2% |
| Q1 2023 | $5,787,756 | +7.8% | 115,019 | +7.4% | 4.88% | +0.8% |
| Q4 2022 | $5,368,773 | +13.9% | 107,097 | +13.9% | 4.84% | +5.6% |
| Q3 2022 | $4,714,000 | +1.4% | 94,052 | +1.3% | 4.59% | -7.4% |
| Q2 2022 | $4,649,000 | -0.0% | 92,808 | +0.1% | 4.95% | +9.2% |
| Q1 2022 | $4,650,000 | +1.5% | 92,712 | +2.1% | 4.54% | +11.6% |
| Q4 2021 | $4,583,000 | – | 90,779 | – | 4.06% | – |
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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% |