J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 849 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,343,356 | -11.8% | 46,699 | -11.8% | 0.30% | -8.2% |
| Q2 2023 | $2,656,217 | -22.3% | 52,976 | -22.0% | 0.33% | -26.8% |
| Q1 2023 | $3,417,936 | +55.2% | 67,924 | +54.6% | 0.45% | +45.8% |
| Q4 2022 | $2,202,963 | +35.6% | 43,945 | +35.6% | 0.31% | +17.4% |
| Q3 2022 | $1,625,000 | +13.0% | 32,400 | +12.9% | 0.26% | +17.9% |
| Q2 2022 | $1,438,000 | +11.4% | 28,705 | +11.8% | 0.22% | +23.8% |
| Q1 2022 | $1,291,000 | +90.1% | 25,675 | +90.9% | 0.18% | +88.5% |
| Q4 2021 | $679,000 | -22.2% | 13,450 | -21.9% | 0.10% | -29.4% |
| Q3 2021 | $873,000 | -0.7% | 17,215 | -0.6% | 0.14% | -1.4% |
| Q2 2021 | $879,000 | +14.6% | 17,320 | +14.6% | 0.14% | +10.4% |
| Q1 2021 | $767,000 | +68.9% | 15,120 | +69.1% | 0.12% | +54.3% |
| Q4 2020 | $454,000 | +76.7% | 8,940 | +77.0% | 0.08% | +68.8% |
| Q3 2020 | $257,000 | +7.5% | 5,050 | +7.2% | 0.05% | -2.0% |
| Q2 2020 | $239,000 | – | 4,710 | – | 0.05% | – |
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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% |