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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,684,235 | -36.6% | 53,492 | -36.7% | 0.06% | -33.7% |
| Q2 2023 | $4,235,683 | -0.4% | 84,477 | 0.0% | 0.10% | -6.9% |
| Q1 2023 | $4,250,889 | -0.1% | 84,477 | -0.4% | 0.10% | -3.8% |
| Q4 2022 | $4,253,386 | -34.1% | 84,847 | -34.1% | 0.11% | -40.1% |
| Q3 2022 | $6,458,000 | -86.8% | 128,750 | -86.8% | 0.18% | -85.9% |
| Q2 2022 | $49,027,000 | -13.6% | 978,778 | -13.3% | 1.26% | -2.7% |
| Q1 2022 | $56,761,000 | -18.9% | 1,129,117 | -18.6% | 1.29% | -15.1% |
| Q4 2021 | $70,011,000 | -1.2% | 1,386,906 | -0.7% | 1.52% | -11.7% |
| Q3 2021 | $70,837,000 | -0.1% | 1,396,635 | -0.1% | 1.72% | -0.3% |
| Q2 2021 | $70,914,000 | +20.9% | 1,397,603 | +20.9% | 1.73% | +10.8% |
| Q1 2021 | $58,651,000 | +24.2% | 1,155,580 | +24.3% | 1.56% | +19.6% |
| Q4 2020 | $47,208,000 | +14.6% | 929,470 | +14.6% | 1.30% | +2.8% |
| Q3 2020 | $41,208,000 | +81.1% | 811,255 | +80.9% | 1.27% | +66.3% |
| Q2 2020 | $22,754,000 | – | 448,535 | – | 0.76% | – |
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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% |