J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 896 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $29,579,412 | +66.3% | 589,466 | +66.2% | 0.60% | +70.1% |
| Q2 2023 | $17,781,850 | -41.4% | 354,644 | -41.2% | 0.35% | -45.0% |
| Q1 2023 | $30,356,446 | +0.7% | 603,268 | +0.4% | 0.64% | -6.5% |
| Q4 2022 | $30,132,747 | -2.5% | 601,093 | -2.4% | 0.68% | -10.5% |
| Q3 2022 | $30,892,000 | +9.2% | 615,880 | +9.1% | 0.76% | +15.1% |
| Q2 2022 | $28,285,000 | +11.9% | 564,692 | +12.3% | 0.66% | +26.8% |
| Q1 2022 | $25,281,000 | +117.8% | 502,899 | +118.7% | 0.52% | +123.1% |
| Q4 2021 | $11,607,000 | -7.8% | 229,941 | -7.3% | 0.23% | -15.2% |
| Q3 2021 | $12,587,000 | +3.2% | 248,166 | +3.2% | 0.28% | +5.3% |
| Q2 2021 | $12,202,000 | +9.0% | 240,487 | +9.0% | 0.26% | -5.1% |
| Q1 2021 | $11,196,000 | +2.4% | 220,587 | +2.4% | 0.28% | -4.5% |
| Q4 2020 | $10,937,000 | -7.8% | 215,341 | -7.8% | 0.29% | -18.1% |
| Q3 2020 | $11,868,000 | -1.5% | 233,663 | -1.7% | 0.35% | -8.3% |
| Q2 2020 | $12,054,000 | +283.4% | 237,602 | +275.3% | 0.38% | +226.3% |
| Q1 2020 | $3,144,000 | -15.4% | 63,311 | -14.1% | 0.12% | -1.7% |
| Q4 2019 | $3,718,000 | +30.1% | 73,730 | +30.2% | 0.12% | +14.3% |
| Q3 2019 | $2,857,000 | +11.0% | 56,649 | +10.9% | 0.10% | +5.0% |
| Q2 2019 | $2,575,000 | -20.1% | 51,102 | -20.3% | 0.10% | -25.4% |
| Q1 2019 | $3,224,000 | – | 64,099 | – | 0.13% | – |
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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% |