J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 935 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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |