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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |