J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 956 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $889,534 | -12.9% | 17,625 | -12.9% | 0.68% | -21.4% |
| Q1 2024 | $1,021,007 | -1.3% | 20,238 | -1.7% | 0.87% | -7.3% |
| Q4 2023 | $1,034,135 | +3.3% | 20,588 | +3.2% | 0.94% | -8.4% |
| Q3 2023 | $1,001,041 | -5.9% | 19,949 | -5.9% | 1.03% | +3.4% |
| Q2 2023 | $1,063,469 | -11.3% | 21,210 | -11.0% | 0.99% | -14.9% |
| Q1 2023 | $1,199,025 | -9.9% | 23,828 | -10.3% | 1.17% | -11.7% |
| Q4 2022 | $1,331,453 | – | 26,560 | – | 1.32% | – |
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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% |