J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 935 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
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 ↓ |
|---|---|---|---|
| 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% |