J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 658 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $105,130 | -13.5% | 2,095,058 | -13.5% | 0.22% | -11.7% |
| Q2 2023 | $121,479 | -11.3% | 2,422,789 | -11.0% | 0.25% | -13.9% |
| Q1 2023 | $136,932 | +44.9% | 2,721,224 | +44.4% | 0.29% | +26.4% |
| Q4 2022 | $94,490 | -99.9% | 1,884,918 | +6.1% | 0.23% | -1.3% |
| Q3 2022 | $89,110,000 | +57.3% | 1,776,521 | +57.1% | 0.23% | +55.4% |
| Q2 2022 | $56,646,000 | +19.6% | 1,130,897 | +20.1% | 0.15% | +37.0% |
| Q1 2022 | $47,348,000 | -1.2% | 941,889 | -0.8% | 0.11% | 0.0% |
| Q4 2021 | $47,918,000 | -6.6% | 949,248 | -6.2% | 0.11% | -16.3% |
| Q3 2021 | $51,308,000 | -8.2% | 1,011,609 | -8.2% | 0.13% | -9.2% |
| Q2 2021 | $55,899,000 | -6.7% | 1,101,677 | -6.7% | 0.14% | -16.5% |
| Q1 2021 | $59,921,000 | -6.0% | 1,180,611 | -5.9% | 0.17% | -11.5% |
| Q4 2020 | $63,730,000 | +5.1% | 1,254,781 | +5.1% | 0.19% | -7.2% |
| Q3 2020 | $60,662,000 | +8.7% | 1,194,251 | +8.6% | 0.21% | -1.9% |
| Q2 2020 | $55,783,000 | +14.1% | 1,099,622 | +11.7% | 0.21% | -7.5% |
| Q1 2020 | $48,908,000 | -11.7% | 984,668 | -10.4% | 0.23% | +8.1% |
| Q4 2019 | $55,419,000 | +3.9% | 1,098,939 | +3.9% | 0.21% | -7.0% |
| Q3 2019 | $53,316,000 | +22.0% | 1,057,347 | +21.9% | 0.23% | +18.2% |
| Q2 2019 | $43,692,000 | +32.0% | 867,092 | +31.8% | 0.19% | +25.5% |
| Q1 2019 | $33,102,000 | +11.3% | 658,100 | +11.0% | 0.15% | -3.2% |
| Q4 2018 | $29,729,000 | +73.3% | 593,045 | +73.3% | 0.16% | +92.7% |
| Q3 2018 | $17,158,000 | +39.2% | 342,150 | +39.1% | 0.08% | +28.1% |
| Q2 2018 | $12,325,000 | – | 245,999 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 2,063,952 | $104,828,000 | 26.19% |
| REDW Wealth LLC | 1,319,132 | $66,999,000 | 24.79% |
| McCarthy Asset Management, Inc. | 400,827 | $20,358,000 | 16.88% |
| Frisch Financial Group, Inc. | 875,261 | $44,455,000 | 16.27% |
| Pachira Investments Inc. | 322,598 | $16,385,000 | 15.67% |
| Fountainhead AM, LLC | 482,212 | $24,492,000 | 15.25% |
| Symphony Financial, Ltd. Co. | 807,685 | $41,022,000 | 14.72% |
| Cardinal Strategic Wealth Guidance | 472,836 | $24,015,000 | 14.26% |
| Pinion Investment Advisors, LLC | 258,666 | $13,138,000 | 13.82% |
| Klingman & Associates, LLC | 2,097,257 | $106,520,000 | 12.29% |