J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 695 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2021. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $209,000 | +1.0% | 4,112 | +1.0% | 0.03% | -16.2% |
| Q1 2021 | $207,000 | 0.0% | 4,072 | 0.0% | 0.04% | -19.6% |
| Q4 2020 | $207,000 | -25.8% | 4,072 | -25.9% | 0.05% | -48.9% |
| Q3 2020 | $279,000 | -7.0% | 5,492 | -7.0% | 0.09% | -21.1% |
| Q2 2020 | $300,000 | +2.4% | 5,907 | 0.0% | 0.11% | -26.9% |
| Q1 2020 | $293,000 | -25.1% | 5,907 | -23.7% | 0.16% | -1.9% |
| Q4 2019 | $391,000 | -2.0% | 7,745 | -1.9% | 0.16% | -36.1% |
| Q3 2019 | $399,000 | -1.5% | 7,893 | -1.5% | 0.25% | -4.2% |
| Q2 2019 | $405,000 | -56.6% | 8,013 | -56.8% | 0.26% | -63.4% |
| Q1 2019 | $934,000 | +23.9% | 18,530 | +23.5% | 0.71% | -2.3% |
| Q4 2018 | $754,000 | +0.3% | 15,004 | 0.0% | 0.73% | +30.5% |
| Q3 2018 | $752,000 | 0.0% | 15,004 | 0.0% | 0.56% | -13.9% |
| Q2 2018 | $752,000 | +0.1% | 15,004 | 0.0% | 0.65% | -9.9% |
| Q1 2018 | $751,000 | – | 15,004 | – | 0.72% | – |
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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% |