J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 927 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $297,781 | -0.4% | 5,939 | 0.0% | 0.15% | -5.8% |
| Q1 2023 | $298,850 | +0.4% | 5,939 | 0.0% | 0.16% | -1.3% |
| Q4 2022 | $297,722 | -26.5% | 5,939 | -26.4% | 0.16% | -29.6% |
| Q3 2022 | $405,000 | +0.2% | 8,066 | 0.0% | 0.22% | +10.9% |
| Q2 2022 | $404,000 | -0.2% | 8,066 | 0.0% | 0.20% | +20.4% |
| Q1 2022 | $405,000 | -65.3% | 8,066 | -65.1% | 0.17% | -67.6% |
| Q4 2021 | $1,167,000 | +32.8% | 23,121 | +33.4% | 0.52% | +9.3% |
| Q3 2021 | $879,000 | -37.7% | 17,335 | -37.7% | 0.47% | -38.1% |
| Q2 2021 | $1,412,000 | +23.6% | 27,832 | +23.7% | 0.76% | -2.4% |
| Q1 2021 | $1,142,000 | -47.1% | 22,501 | -47.1% | 0.78% | -58.4% |
| Q4 2020 | $2,160,000 | – | 42,527 | – | 1.88% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Asset Management Resources, LLC | 963,346 | $48,340,727 | 30.02% |
| McCarthy Asset Management, Inc. | 626,080 | $31,416,687 | 23.05% |
| ACT Advisors, LLC. | 620,671 | $31,145,271 | 19.29% |
| Arcus Capital Partners, LLC | 1,156,309 | $58,023,566 | 17.81% |
| Marks Wealth, LLC | 9,167 | $460,000 | 17.46% |
| Cornerstone Management, Inc. | 1,274,034 | $63,931,016 | 17.08% |
| Meridian Financial Partners LLC | 256,787 | $12,865 | 13.17% |
| Paradigm, Strategies in Wealth Management, LLC | 391,474 | $19,644,151 | 12.52% |
| IRONWOOD WEALTH MANAGEMENT, INC. | 397,608 | $19,896,305 | 11.88% |
| Smart Portfolios, LLC | 118,624 | $5,952,555 | 10.69% |