J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 831 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q2 2022. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,120 | -8.5% | 82,109 | -8.6% | 0.72% | -4.9% |
Q2 2023 | $4,503 | -17.2% | 89,793 | -16.9% | 0.76% | -20.8% |
Q1 2023 | $5,436 | -21.0% | 108,081 | -21.2% | 0.96% | -22.6% |
Q4 2022 | $6,885 | -99.9% | 137,190 | -4.9% | 1.24% | -17.9% |
Q3 2022 | $7,221,000 | +12.0% | 144,195 | +11.9% | 1.50% | +10.6% |
Q2 2022 | $6,445,000 | -48.2% | 128,832 | -48.0% | 1.36% | -43.0% |
Q1 2022 | $12,453,000 | -27.5% | 247,729 | -27.2% | 2.38% | -24.8% |
Q4 2021 | $17,187,000 | -42.3% | 340,465 | -42.0% | 3.17% | -41.1% |
Q3 2021 | $29,762,000 | -1.8% | 586,783 | -1.8% | 5.38% | -2.7% |
Q2 2021 | $30,315,000 | -3.5% | 597,460 | -3.5% | 5.53% | -9.9% |
Q1 2021 | $31,422,000 | -0.8% | 619,093 | -0.8% | 6.14% | -7.6% |
Q4 2020 | $31,685,000 | -1.3% | 623,841 | -1.3% | 6.65% | -9.6% |
Q3 2020 | $32,112,000 | +12.4% | 632,183 | +12.3% | 7.35% | +11.7% |
Q2 2020 | $28,559,000 | +144.0% | 562,952 | +138.9% | 6.58% | +103.3% |
Q1 2020 | $11,706,000 | +146225.0% | 235,679 | +154952.0% | 3.24% | +161650.0% |
Q4 2019 | $8,000 | – | 152 | – | 0.00% | – |
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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% |