J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 579 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $232,327 | -90.9% | 4,617 | -90.8% | 0.00% | -90.9% |
| Q1 2021 | $2,544,000 | +15.4% | 50,116 | +15.5% | 0.01% | +10.0% |
| Q4 2020 | $2,204,000 | +20.3% | 43,401 | +20.3% | 0.01% | +11.1% |
| Q3 2020 | $1,832,000 | +24.0% | 36,064 | +23.7% | 0.01% | +12.5% |
| Q2 2020 | $1,478,000 | +38.1% | 29,148 | +35.3% | 0.01% | +33.3% |
| Q1 2020 | $1,070,000 | -42.0% | 21,551 | -41.1% | 0.01% | -33.3% |
| Q3 2019 | $1,846,000 | +25.2% | 36,612 | +25.1% | 0.01% | +12.5% |
| Q2 2019 | $1,474,000 | +48.0% | 29,268 | +47.9% | 0.01% | +60.0% |
| Q1 2019 | $996,000 | +0.1% | 19,795 | -0.2% | 0.01% | -16.7% |
| Q4 2018 | $995,000 | +212.9% | 19,839 | +213.0% | 0.01% | +200.0% |
| Q3 2018 | $318,000 | +49.3% | 6,338 | +49.1% | 0.00% | +100.0% |
| Q2 2018 | $213,000 | – | 4,251 | – | 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% |