J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 935 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
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 ↓ |
|---|---|---|---|
| Sanctuary Wealth Management, L.L.C. | 742,470 | $37,190,000 | 45.59% |
| ACT Advisors, LLC. | 812,844 | $40,715,000 | 29.85% |
| FOSTER DYKEMA CABOT & CO INC/MA | 3,924,182 | $196,562,000 | 24.25% |
| Requisite Capital Management, LLC | 1,329,285 | $66,584,000 | 22.12% |
| Magnolia Wealth Management, LLC | 368,681 | $18,467,000 | 20.93% |
| Cornerstone Management, Inc. | 1,568,601 | $78,571,246 | 20.43% |
| Paradigm Capital Management, LLC/NV | 297,420 | $14,898,000 | 18.72% |
| Reitz Capital Advisors LLC | 384,229 | $19,246,000 | 17.23% |
| Smart Portfolios, LLC | 162,077 | $8,127,000 | 16.42% |
| McCarthy Asset Management, Inc. | 397,372 | $19,904,000 | 16.20% |