J P MORGAN EXCHANGE-TRADED F's ticker is JMST and the CUSIP is 46641Q654. A total of 366 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $141,565 | 0.0% | 2,790 | 0.0% | 0.07% | -5.6% |
| Q1 2024 | $141,565 | 0.0% | 2,790 | 0.0% | 0.07% | -16.5% |
| Q4 2023 | $141,565 | +0.6% | 2,790 | 0.0% | 0.08% | -30.3% |
| Q3 2023 | $140,756 | -41.7% | 2,790 | -41.5% | 0.12% | -40.2% |
| Q2 2023 | $241,610 | -0.3% | 4,770 | 0.0% | 0.20% | -8.1% |
| Q1 2023 | $242,277 | – | 4,770 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| VISTA FINANCE, LLC | 168,266 | $8,464,000 | 10.29% |
| MBM Wealth Consultants, LLC | 364,719 | $18,323,000 | 8.83% |
| Auxano Advisors, LLC | 339,092 | $17,056,000 | 7.84% |
| Ritter Daniher Financial Advisory LLC / DE | 208,199 | $10,472,000 | 7.50% |
| Sunburst Financial Group, LLC | 238,190 | $11,981,000 | 5.80% |
| D'Orazio & Associates, Inc. | 382,425 | $19,236,000 | 5.63% |
| Bridgewater Advisors Inc. | 391,599 | $19,697,000 | 5.45% |
| WEBSTERROGERS FINANCIAL ADVISORS, LLC | 174,816 | $8,793,000 | 4.62% |
| BCGM Wealth Management, LLC | 167,861 | $8,450,000 | 4.22% |
| WEATHERLY ASSET MANAGEMENT L. P. | 489,758 | $24,635,000 | 3.54% |