J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 909 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $40,189,686 | +1.8% | 796,308 | +1.8% | 0.61% | +0.2% |
| Q1 2024 | $39,465,121 | -12.3% | 782,262 | -12.7% | 0.61% | -21.2% |
| Q4 2023 | $45,022,049 | +22.9% | 896,318 | +22.8% | 0.78% | +10.7% |
| Q3 2023 | $36,630,959 | +0.6% | 729,991 | +0.6% | 0.70% | +7.2% |
| Q2 2023 | $36,396,021 | -20.6% | 725,888 | -20.3% | 0.66% | -25.5% |
| Q1 2023 | $45,831,971 | +28.2% | 910,810 | +27.7% | 0.88% | +19.9% |
| Q4 2022 | $35,758,150 | -9.2% | 713,308 | -9.2% | 0.73% | -12.8% |
| Q3 2022 | $39,394,000 | -11.6% | 785,371 | -11.7% | 0.84% | -6.5% |
| Q2 2022 | $44,549,000 | -23.7% | 889,389 | -23.4% | 0.90% | -5.6% |
| Q1 2022 | $58,381,000 | +13.3% | 1,161,347 | +13.8% | 0.95% | +22.2% |
| Q4 2021 | $51,509,000 | -4.7% | 1,020,393 | -4.2% | 0.78% | -6.8% |
| Q3 2021 | $54,021,000 | -13.1% | 1,065,082 | -13.1% | 0.84% | -10.2% |
| Q2 2021 | $62,196,000 | -12.6% | 1,225,778 | -12.6% | 0.93% | -20.4% |
| Q1 2021 | $71,174,000 | -6.5% | 1,402,307 | -6.4% | 1.17% | -14.4% |
| Q4 2020 | $76,098,000 | -2.7% | 1,498,290 | -2.7% | 1.36% | -11.3% |
| Q3 2020 | $78,189,000 | +6.4% | 1,539,295 | +6.2% | 1.54% | -2.7% |
| Q2 2020 | $73,520,000 | +10040.7% | 1,449,239 | +9826.3% | 1.58% | +8221.1% |
| Q1 2020 | $725,000 | -1.5% | 14,600 | 0.0% | 0.02% | +26.7% |
| Q4 2019 | $736,000 | -1.3% | 14,600 | -1.4% | 0.02% | -6.2% |
| Q3 2019 | $746,000 | -17.3% | 14,800 | -17.3% | 0.02% | -20.0% |
| Q2 2019 | $902,000 | +74.1% | 17,900 | +73.8% | 0.02% | +66.7% |
| Q1 2019 | $518,000 | -51.5% | 10,300 | -51.7% | 0.01% | -60.0% |
| Q4 2018 | $1,069,000 | +66.5% | 21,325 | +66.6% | 0.03% | +87.5% |
| Q3 2018 | $642,000 | +49.0% | 12,798 | +48.8% | 0.02% | +23.1% |
| Q2 2018 | $431,000 | – | 8,600 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ridgepath Capital Management LLC | 445,126 | $22,456,607 | 25.27% |
| McCarthy Asset Management, Inc. | 623,595 | $31,460,392 | 19.36% |
| Meridian Financial Partners LLC | 272,027 | $13,688 | 17.59% |
| Paradigm, Strategies in Wealth Management, LLC | 559,874 | $28,245,627 | 17.42% |
| Cornerstone Management, Inc. | 1,294,974 | $65,331,438 | 14.50% |
| White Wing Wealth Management | 319,311 | $16,039,012 | 13.31% |
| Bridgewater Advisors Inc. | 1,561,759 | $78,790,750 | 11.80% |
| Mills Wealth Advisors LLC | 314,454 | $15,864,212 | 11.64% |
| Philip James Wealth Mangement, LLC | 314,743 | $15,878,808 | 11.25% |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | 2,385,487 | $120,347,819 | 11.21% |