PDS Planning, Inc - J P MORGAN EXCHANGE-TRADED F ownership

J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 941 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.3%.

Quarter-by-quarter ownership
PDS Planning, Inc ownership history of J P MORGAN EXCHANGE-TRADED F
ValueSharesWeighting
Q2 2024$1,044,927
-7.8%
20,704
-7.9%
0.10%
-11.8%
Q1 2024$1,133,909
-7.2%
22,476
-7.6%
0.12%
-14.4%
Q4 2023$1,221,227
-68.0%
24,313
-68.1%
0.14%
-71.9%
Q3 2023$3,818,745
-0.1%
76,101
-0.1%
0.49%
+1.0%
Q2 2023$3,820,966
-2.9%
76,206
-2.6%
0.49%
-9.9%
Q1 2023$3,935,981
-0.5%
78,219
-0.9%
0.54%
-14.2%
Q4 2022$3,957,564
+58.7%
78,946
+58.8%
0.63%
+39.4%
Q3 2022$2,494,000
-2.8%
49,728
-2.9%
0.45%
-2.2%
Q2 2022$2,565,000
+124.6%
51,214
+125.5%
0.46%
+130.8%
Q1 2022$1,142,00022,7160.20%
Other shareholders
J P MORGAN EXCHANGE-TRADED F shareholders Q2 2023
NameSharesValueWeighting ↓
REDW Wealth LLC 1,132,887$57,132,00031.82%
Financial Perspectives, Inc 544,854$27,476,97518.75%
3EDGE Asset Management, LP 3,028,051$152,705,00017.49%
LAU ASSOCIATES LLC 679,594$34,272,00017.06%
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 1,437,720$72,504,00016.71%
Paragon Advisors, LLC 265,495$13,398,00014.46%
Quaker Wealth Management, LLC 463,252$23,362,00013.89%
Cardinal Strategic Wealth Guidance 259,157$13,069,00011.24%
Compass Financial Group, Inc. 227,363$11,466,00010.35%
Roof Eidam Maycock Peralta, LLC 528,711$26,663,00010.27%
View complete list of J P MORGAN EXCHANGE-TRADED F shareholders