J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 24 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sanctuary Wealth Management, L.L.C. | 742,470 | $37,190,000 | 45.59% |
| ACT Advisors, LLC. | 812,844 | $40,715,000 | 29.85% |
| FOSTER DYKEMA CABOT & CO INC/MA | 3,924,182 | $196,562,000 | 24.25% |
| Requisite Capital Management, LLC | 1,329,285 | $66,584,000 | 22.12% |
| Magnolia Wealth Management, LLC | 368,681 | $18,467,000 | 20.93% |
| Cornerstone Management, Inc. | 1,568,601 | $78,571,246 | 20.43% |
| Paradigm Capital Management, LLC/NV | 297,420 | $14,898,000 | 18.72% |
| Reitz Capital Advisors LLC | 384,229 | $19,246,000 | 17.23% |
| Smart Portfolios, LLC | 162,077 | $8,127,000 | 16.42% |
| McCarthy Asset Management, Inc. | 397,372 | $19,904,000 | 16.20% |