J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 918 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $333,346 | -58.8% | 6,643 | -58.8% | 0.01% | -57.1% |
| Q2 2023 | $808,157 | -18.0% | 16,118 | -17.7% | 0.01% | -30.0% |
| Q1 2023 | $985,517 | -42.4% | 19,585 | -42.6% | 0.02% | -45.9% |
| Q4 2022 | $1,710,937 | +129.7% | 34,130 | +129.8% | 0.04% | +117.6% |
| Q3 2022 | $745,000 | -84.1% | 14,855 | -84.1% | 0.02% | -83.3% |
| Q2 2022 | $4,671,000 | -47.8% | 93,247 | -47.6% | 0.10% | -35.4% |
| Q1 2022 | $8,940,000 | -8.7% | 177,842 | -8.3% | 0.16% | -6.5% |
| Q4 2021 | $9,790,000 | -2.2% | 193,940 | -1.7% | 0.17% | -8.2% |
| Q3 2021 | $10,006,000 | +10.7% | 197,282 | +10.7% | 0.18% | +12.9% |
| Q2 2021 | $9,040,000 | +319.1% | 178,163 | +319.2% | 0.16% | +297.6% |
| Q1 2021 | $2,157,000 | +74.4% | 42,499 | +74.5% | 0.04% | +64.0% |
| Q4 2020 | $1,237,000 | +174.9% | 24,355 | +174.7% | 0.02% | +127.3% |
| Q3 2020 | $450,000 | +75.8% | 8,865 | +75.9% | 0.01% | +83.3% |
| Q2 2020 | $256,000 | – | 5,040 | – | 0.01% | – |
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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% |