J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 579 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2020. The put-call ratio across all filers is - and the average weighting 1.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,189,976 | +19.2% | 23,714 | +19.1% | 0.01% | +28.6% |
| Q2 2023 | $998,076 | -18.8% | 19,906 | -18.5% | 0.01% | -30.0% |
| Q1 2023 | $1,229,647 | -2.3% | 24,437 | -2.7% | 0.01% | 0.0% |
| Q4 2022 | $1,259,000 | -11.6% | 25,105 | -11.6% | 0.01% | -16.7% |
| Q3 2022 | $1,425,000 | +8.4% | 28,404 | +8.3% | 0.01% | +9.1% |
| Q2 2022 | $1,314,000 | +18.2% | 26,235 | +18.6% | 0.01% | +37.5% |
| Q1 2022 | $1,112,000 | -28.2% | 22,121 | -27.9% | 0.01% | -20.0% |
| Q4 2021 | $1,549,000 | +0.2% | 30,694 | +0.7% | 0.01% | -9.1% |
| Q3 2021 | $1,546,000 | +4.2% | 30,475 | +4.2% | 0.01% | 0.0% |
| Q2 2021 | $1,484,000 | +0.7% | 29,249 | +0.7% | 0.01% | -21.4% |
| Q1 2021 | $1,474,000 | +5.8% | 29,040 | +5.9% | 0.01% | 0.0% |
| Q4 2020 | $1,393,000 | +9.9% | 27,418 | +9.9% | 0.01% | 0.0% |
| Q3 2020 | $1,267,000 | +12.1% | 24,952 | +12.1% | 0.01% | 0.0% |
| Q2 2020 | $1,130,000 | +27.4% | 22,267 | +24.6% | 0.01% | +7.7% |
| Q1 2020 | $887,000 | +66.4% | 17,867 | +69.2% | 0.01% | +116.7% |
| Q4 2019 | $533,000 | -19.2% | 10,560 | -19.4% | 0.01% | -25.0% |
| Q3 2019 | $660,000 | 0.0% | 13,094 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $660,000 | +141.8% | 13,094 | +140.9% | 0.01% | +166.7% |
| Q1 2019 | $273,000 | – | 5,435 | – | 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% |