J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 935 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,149,146 | -6.0% | 62,757 | -6.0% | 0.06% | -3.0% |
| Q2 2023 | $3,349,051 | -7.9% | 66,794 | -7.6% | 0.07% | -13.0% |
| Q1 2023 | $3,636,878 | -9.4% | 72,275 | -9.7% | 0.08% | -15.4% |
| Q4 2022 | $4,014,210 | -30.6% | 80,076 | -30.6% | 0.09% | -32.6% |
| Q3 2022 | $5,784,000 | +29.6% | 115,312 | +29.4% | 0.14% | +40.6% |
| Q2 2022 | $4,463,000 | +1.9% | 89,092 | +2.3% | 0.10% | +21.5% |
| Q1 2022 | $4,379,000 | -53.4% | 87,118 | -53.2% | 0.08% | -51.8% |
| Q4 2021 | $9,388,000 | +1.8% | 185,978 | +2.3% | 0.16% | -5.2% |
| Q3 2021 | $9,222,000 | +205.9% | 181,819 | +205.9% | 0.17% | +220.4% |
| Q2 2021 | $3,015,000 | +169.9% | 59,428 | +170.1% | 0.05% | +145.5% |
| Q1 2021 | $1,117,000 | +47.2% | 22,004 | +47.3% | 0.02% | +37.5% |
| Q4 2020 | $759,000 | -0.3% | 14,943 | -0.3% | 0.02% | -15.8% |
| Q3 2020 | $761,000 | +5.7% | 14,983 | +5.6% | 0.02% | 0.0% |
| Q2 2020 | $720,000 | +3.3% | 14,183 | +1.1% | 0.02% | -9.5% |
| Q1 2020 | $697,000 | -8.3% | 14,028 | -7.0% | 0.02% | +10.5% |
| Q4 2019 | $760,000 | -21.8% | 15,076 | -21.8% | 0.02% | -26.9% |
| Q3 2019 | $972,000 | +44.4% | 19,278 | +44.4% | 0.03% | +44.4% |
| Q2 2019 | $673,000 | +23.7% | 13,346 | +23.4% | 0.02% | +20.0% |
| Q1 2019 | $544,000 | – | 10,813 | – | 0.02% | – |
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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% |