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 | $226,663 | +0.6% | 4,517 | +0.5% | 0.00% | – |
| Q2 2023 | $225,329 | +142.8% | 4,494 | +143.7% | 0.00% | – |
| Q1 2023 | $92,790 | -60.5% | 1,844 | -60.7% | 0.00% | – |
| Q4 2022 | $234,959 | +7.3% | 4,687 | +7.2% | 0.00% | – |
| Q3 2022 | $219,000 | +277.6% | 4,374 | +277.1% | 0.00% | – |
| Q2 2022 | $58,000 | +480.0% | 1,160 | +457.7% | 0.00% | – |
| Q1 2022 | $10,000 | 0.0% | 208 | 0.0% | 0.00% | – |
| Q4 2021 | $10,000 | 0.0% | 208 | +4.0% | 0.00% | – |
| Q3 2021 | $10,000 | 0.0% | 200 | 0.0% | 0.00% | – |
| Q2 2021 | $10,000 | -80.8% | 200 | -80.3% | 0.00% | – |
| Q4 2020 | $52,000 | +420.0% | 1,015 | +428.6% | 0.00% | – |
| Q2 2020 | $10,000 | -98.3% | 192 | -98.4% | 0.00% | -100.0% |
| Q1 2020 | $602,000 | -0.7% | 12,112 | +0.9% | 0.00% | 0.0% |
| Q4 2019 | $606,000 | 0.0% | 12,000 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $606,000 | -4.6% | 12,000 | -4.8% | 0.00% | 0.0% |
| Q2 2019 | $635,000 | +5.1% | 12,610 | +5.1% | 0.00% | 0.0% |
| Q1 2019 | $604,000 | – | 12,000 | – | 0.00% | – |
Download | ||||||
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% |