J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 658 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,179,909 | +1394719.7% | 322,438 | +1296.1% | 0.08% | +833.3% |
| Q4 2022 | $1,160 | -99.9% | 23,095 | -30.9% | 0.01% | -35.7% |
| Q3 2022 | $1,674,000 | +12.0% | 33,413 | +11.9% | 0.01% | +16.7% |
| Q2 2022 | $1,495,000 | +23.3% | 29,859 | +23.7% | 0.01% | +33.3% |
| Q1 2022 | $1,212,000 | +38.8% | 24,129 | +39.4% | 0.01% | +50.0% |
| Q4 2021 | $873,000 | +0.1% | 17,313 | +0.5% | 0.01% | +20.0% |
| Q3 2021 | $872,000 | +29.2% | 17,222 | +29.5% | 0.01% | +25.0% |
| Q2 2021 | $675,000 | +61.5% | 13,299 | +61.4% | 0.00% | +100.0% |
| Q1 2021 | $418,000 | +24.0% | 8,242 | +24.2% | 0.00% | 0.0% |
| Q4 2020 | $337,000 | +16.2% | 6,637 | +16.4% | 0.00% | 0.0% |
| Q3 2020 | $290,000 | -0.3% | 5,704 | -0.8% | 0.00% | 0.0% |
| Q4 2019 | $291,000 | +36.0% | 5,749 | +35.7% | 0.00% | 0.0% |
| Q3 2019 | $214,000 | -25.4% | 4,236 | -25.5% | 0.00% | 0.0% |
| Q2 2019 | $287,000 | – | 5,683 | – | 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% |