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 | $751,194 | +7.9% | 14,970 | +7.8% | 0.00% | 0.0% |
| Q2 2023 | $696,093 | -24.7% | 13,883 | -24.5% | 0.00% | -50.0% |
| Q1 2023 | $924,781 | +7.4% | 18,378 | +7.0% | 0.00% | 0.0% |
| Q4 2022 | $861,032 | -14.2% | 17,176 | -14.3% | 0.00% | 0.0% |
| Q3 2022 | $1,004,000 | -11.7% | 20,033 | -11.7% | 0.00% | 0.0% |
| Q2 2022 | $1,137,000 | -40.1% | 22,692 | -39.9% | 0.00% | -33.3% |
| Q1 2022 | $1,898,000 | -5.5% | 37,746 | -5.2% | 0.00% | 0.0% |
| Q4 2021 | $2,009,000 | +4.1% | 39,808 | +4.6% | 0.00% | -25.0% |
| Q3 2021 | $1,930,000 | -21.1% | 38,069 | -21.0% | 0.00% | -20.0% |
| Q2 2021 | $2,445,000 | +397.0% | 48,195 | +397.1% | 0.01% | +400.0% |
| Q1 2021 | $492,000 | +62.9% | 9,695 | +63.2% | 0.00% | 0.0% |
| Q4 2020 | $302,000 | -5.3% | 5,939 | -5.5% | 0.00% | 0.0% |
| Q3 2020 | $319,000 | +26.6% | 6,285 | +26.7% | 0.00% | 0.0% |
| Q2 2020 | $252,000 | +80.0% | 4,960 | +78.5% | 0.00% | – |
| Q2 2019 | $140,000 | 0.0% | 2,778 | 0.0% | 0.00% | – |
| Q1 2019 | $140,000 | -14.1% | 2,778 | -14.4% | 0.00% | -100.0% |
| Q4 2018 | $163,000 | – | 3,245 | – | 0.00% | – |
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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% |