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 | $542,145 | -8.4% | 10,804 | -8.5% | 0.05% | -38.8% |
| Q2 2023 | $591,853 | -43.6% | 11,804 | -43.4% | 0.08% | -44.4% |
| Q1 2023 | $1,048,870 | +0.4% | 20,844 | 0.0% | 0.15% | +0.7% |
| Q4 2022 | $1,044,910 | +158.6% | 20,844 | +158.8% | 0.15% | +130.3% |
| Q3 2022 | $404,000 | +51.3% | 8,055 | +50.7% | 0.07% | +61.0% |
| Q2 2022 | $267,000 | +21.9% | 5,345 | +23.0% | 0.04% | +41.4% |
| Q1 2022 | $219,000 | 0.0% | 4,345 | 0.0% | 0.03% | +3.6% |
| Q4 2021 | $219,000 | -2.7% | 4,345 | -2.1% | 0.03% | -9.7% |
| Q3 2021 | $225,000 | -10.7% | 4,440 | -10.7% | 0.03% | -11.4% |
| Q2 2021 | $252,000 | -27.8% | 4,970 | -27.7% | 0.04% | -30.0% |
| Q1 2021 | $349,000 | 0.0% | 6,870 | 0.0% | 0.05% | -5.7% |
| Q4 2020 | $349,000 | -8.4% | 6,870 | -8.4% | 0.05% | -15.9% |
| Q3 2020 | $381,000 | +50.0% | 7,500 | +50.0% | 0.06% | +40.0% |
| Q2 2020 | $254,000 | – | 5,000 | – | 0.04% | – |
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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% |