J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 896 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $34,581,145 | -3.0% | 689,142 | -3.1% | 3.41% | +3.1% |
| Q2 2023 | $35,653,902 | -3.6% | 711,087 | -3.3% | 3.30% | -1.9% |
| Q1 2023 | $36,994,358 | -7.1% | 735,182 | -7.4% | 3.37% | -8.4% |
| Q4 2022 | $39,819,662 | +22.6% | 794,328 | +22.7% | 3.67% | +17.8% |
| Q3 2022 | $32,469,000 | +0.4% | 647,299 | +0.3% | 3.12% | +7.7% |
| Q2 2022 | $32,339,000 | +12.4% | 645,605 | +12.8% | 2.90% | +26.8% |
| Q1 2022 | $28,779,000 | -23.5% | 572,503 | -23.1% | 2.28% | -20.4% |
| Q4 2021 | $37,596,000 | +0.5% | 744,767 | +1.0% | 2.87% | -4.6% |
| Q3 2021 | $37,414,000 | +47.8% | 737,659 | +47.9% | 3.01% | +49.8% |
| Q2 2021 | $25,306,000 | -9.6% | 498,740 | -9.5% | 2.01% | -13.9% |
| Q1 2021 | $27,982,000 | +8.7% | 551,313 | +8.8% | 2.33% | -0.4% |
| Q4 2020 | $25,733,000 | +10.5% | 506,650 | +10.5% | 2.34% | +0.5% |
| Q3 2020 | $23,296,000 | +1.3% | 458,631 | +1.1% | 2.33% | -2.1% |
| Q2 2020 | $23,001,000 | +54.3% | 453,418 | +51.1% | 2.38% | +33.2% |
| Q1 2020 | $14,907,000 | +0.1% | 300,135 | +1.7% | 1.79% | +27.2% |
| Q4 2019 | $14,885,000 | +503.1% | 295,146 | +503.1% | 1.40% | +480.2% |
| Q3 2019 | $2,468,000 | +486.2% | 48,940 | +485.7% | 0.24% | +476.2% |
| Q2 2019 | $421,000 | – | 8,356 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| REDW Wealth LLC | 1,415,002 | $71,429,000 | 20.75% |
| Aspire Capital Advisors LLC | 113,686 | $5,739,000 | 19.17% |
| MASON STREET ADVISORS, LLC | 493,250 | $24,899,000 | 18.10% |
| SUN LIFE FINANCIAL INC | 9,501,354 | $479,628,000 | 17.80% |
| Cornerstone Management, Inc. | 1,116,747 | $56,373,366 | 15.56% |
| Paradigm Capital Management, LLC/NV | 282,614 | $14,266,000 | 14.18% |
| Pinion Investment Advisors, LLC | 758,594 | $38,376,000 | 14.08% |
| McCarthy Asset Management, Inc. | 382,561 | $19,312,000 | 13.28% |
| TERRIL BROTHERS, INC. | 1,160,010 | $58,557,000 | 12.87% |
| Paradigm, Strategies in Wealth Management, LLC | 247,331 | $12,485,000 | 12.65% |