J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 935 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,623,111 | +0.9% | 52,274 | +0.8% | 0.15% | +5.6% |
| Q2 2023 | $2,600,411 | +5.2% | 51,863 | +5.6% | 0.14% | 0.0% |
| Q1 2023 | $2,471,818 | +0.8% | 49,122 | +0.4% | 0.14% | -4.7% |
| Q4 2022 | $2,453,062 | -1.8% | 48,934 | -1.8% | 0.15% | -11.8% |
| Q3 2022 | $2,499,000 | -23.1% | 49,822 | -23.2% | 0.17% | -17.9% |
| Q2 2022 | $3,251,000 | -0.3% | 64,895 | 0.0% | 0.21% | +15.6% |
| Q1 2022 | $3,262,000 | +9.5% | 64,895 | +10.0% | 0.18% | +15.5% |
| Q4 2021 | $2,979,000 | – | 59,020 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Asset Management Resources, LLC | 963,346 | $48,340,727 | 30.02% |
| McCarthy Asset Management, Inc. | 626,080 | $31,416,687 | 23.05% |
| ACT Advisors, LLC. | 620,671 | $31,145,271 | 19.29% |
| Arcus Capital Partners, LLC | 1,156,309 | $58,023,566 | 17.81% |
| Marks Wealth, LLC | 9,167 | $460,000 | 17.46% |
| Cornerstone Management, Inc. | 1,274,034 | $63,931,016 | 17.08% |
| Meridian Financial Partners LLC | 256,787 | $12,865 | 13.17% |
| Paradigm, Strategies in Wealth Management, LLC | 391,474 | $19,644,151 | 12.52% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 397,608 | $19,896,305 | 11.88% |
| Smart Portfolios, LLC | 118,624 | $5,952,555 | 10.69% |