J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 941 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $352,363 | +3.1% | 7,015 | +3.0% | 0.25% | -16.4% |
| Q3 2023 | $341,826 | +59.8% | 6,812 | +59.7% | 0.30% | +71.8% |
| Q2 2023 | $213,897 | -0.4% | 4,266 | 0.0% | 0.18% | -4.8% |
| Q1 2023 | $214,665 | -0.4% | 4,266 | -0.7% | 0.19% | -0.5% |
| Q4 2022 | $215,459 | -0.3% | 4,298 | 0.0% | 0.19% | -3.6% |
| Q3 2022 | $216,000 | -42.6% | 4,298 | -42.8% | 0.19% | -42.8% |
| Q2 2022 | $376,000 | +67.1% | 7,510 | +67.7% | 0.34% | +87.3% |
| Q1 2022 | $225,000 | – | 4,479 | – | 0.18% | – |
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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% |