J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 918 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
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 ↓ |
|---|---|---|---|
| REDW Wealth LLC | 1,415,002 | $71,429,000 | 20.75% |
| Aspire Capital Advisors LLC | 113,686 | $5,739,000 | 19.17% |
| MASON STREET ADVISORS, LLC | 493,250 | $24,899,000 | 18.10% |
| SUN LIFE FINANCIAL INC | 9,501,354 | $479,628,000 | 17.80% |
| Cornerstone Management, Inc. | 1,116,747 | $56,373,366 | 15.56% |
| Paradigm Capital Management, LLC/NV | 282,614 | $14,266,000 | 14.18% |
| Pinion Investment Advisors, LLC | 758,594 | $38,376,000 | 14.08% |
| McCarthy Asset Management, Inc. | 382,561 | $19,312,000 | 13.28% |
| TERRIL BROTHERS, INC. | 1,160,010 | $58,557,000 | 12.87% |
| Paradigm, Strategies in Wealth Management, LLC | 247,331 | $12,485,000 | 12.65% |