J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 804 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $442,838 | -3.6% | 8,825 | -3.6% | 0.03% | -2.9% |
| Q2 2023 | $459,232 | -16.5% | 9,159 | -16.2% | 0.04% | -18.6% |
| Q1 2023 | $550,299 | -15.1% | 10,936 | -15.2% | 0.04% | -18.9% |
| Q4 2022 | $648,389 | +64.6% | 12,899 | +64.1% | 0.05% | +43.2% |
| Q3 2022 | $394,000 | +44.3% | 7,859 | +44.1% | 0.04% | +60.9% |
| Q2 2022 | $273,000 | +15.7% | 5,454 | +16.4% | 0.02% | +35.3% |
| Q1 2022 | $236,000 | -11.9% | 4,685 | -11.9% | 0.02% | +13.3% |
| Q4 2021 | $268,000 | -48.7% | 5,315 | -48.3% | 0.02% | -53.1% |
| Q3 2021 | $522,000 | +6.7% | 10,286 | +6.8% | 0.03% | +3.2% |
| Q2 2021 | $489,000 | -34.2% | 9,633 | -34.2% | 0.03% | -40.4% |
| Q1 2021 | $743,000 | -20.6% | 14,647 | -20.5% | 0.05% | -25.7% |
| Q4 2020 | $936,000 | -93.8% | 18,413 | -93.9% | 0.07% | -94.7% |
| Q3 2020 | $15,217,000 | +6.3% | 299,575 | +6.2% | 1.32% | -4.7% |
| Q2 2020 | $14,309,000 | +3541.0% | 282,057 | +3461.8% | 1.39% | +3130.2% |
| Q1 2020 | $393,000 | -28.2% | 7,919 | -26.8% | 0.04% | -20.4% |
| Q4 2019 | $547,000 | +127.9% | 10,822 | +127.3% | 0.05% | -10.0% |
| Q3 2019 | $240,000 | -51.6% | 4,762 | -51.6% | 0.06% | +20.0% |
| Q2 2019 | $496,000 | +93.0% | 9,831 | +92.4% | 0.05% | +92.3% |
| Q1 2019 | $257,000 | -1.2% | 5,109 | -1.6% | 0.03% | -16.1% |
| Q4 2018 | $260,000 | +983.3% | 5,194 | +993.5% | 0.03% | +342.9% |
| Q3 2018 | $24,000 | – | 475 | – | 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% |