J P MORGAN EXCHANGE-TRADED F's ticker is JMST and the CUSIP is 46641Q654. A total of 350 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $29,553,825 | -0.9% | 585,804 | -0.5% | 3.53% | +1.4% |
| Q2 2023 | $29,831,749 | +2.0% | 588,978 | +2.3% | 3.48% | -8.3% |
| Q1 2023 | $29,249,860 | +3.5% | 575,898 | +3.2% | 3.80% | -1.6% |
| Q4 2022 | $28,249,327 | +14.7% | 558,043 | +13.9% | 3.86% | +8.9% |
| Q3 2022 | $24,635,000 | +0.2% | 489,758 | +0.9% | 3.54% | +3.4% |
| Q2 2022 | $24,592,000 | -7.2% | 485,538 | -7.2% | 3.42% | +10.6% |
| Q1 2022 | $26,489,000 | +8.9% | 523,092 | +9.8% | 3.10% | +14.8% |
| Q4 2021 | $24,325,000 | +20.6% | 476,392 | +20.7% | 2.70% | +10.0% |
| Q3 2021 | $20,164,000 | +21.3% | 394,788 | +21.3% | 2.45% | +17.1% |
| Q2 2021 | $16,617,000 | +15.9% | 325,501 | +15.8% | 2.10% | +5.3% |
| Q1 2021 | $14,343,000 | +27.2% | 281,015 | +27.2% | 1.99% | +22.8% |
| Q4 2020 | $11,274,000 | +60.2% | 220,895 | +60.0% | 1.62% | +42.6% |
| Q3 2020 | $7,038,000 | +177.6% | 138,022 | +177.6% | 1.14% | +153.6% |
| Q2 2020 | $2,535,000 | – | 49,725 | – | 0.45% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Requisite Capital Management, LLC | 256,220 | $13,061,000 | 5.02% |
| Lehman & Derafelo Financial Resources LLC | 180,000 | $9,176,000 | 3.20% |
| New England Investment & Retirement Group, Inc. | 176,935 | $9,019,000 | 2.27% |
| AVALON CAPITAL MANAGEMENT | 40,000 | $2,039,000 | 2.01% |
| 3D ASSET MANAGEMENT, INC | 140,638 | $7,169,000 | 2.00% |
| FCG ADVISORS, LLC | 141,826 | $7,230,000 | 1.89% |
| Grant Street Asset Management, Inc. | 59,440 | $3,030,000 | 1.80% |
| Monterey Private Wealth, Inc. | 32,052 | $1,634,000 | 1.16% |
| Ironsides Asset Advisors, LLC | 63,705 | $3,247,000 | 1.07% |
| PACIFIC CAPITAL WEALTH ADVISORS, INC | 28,700 | $1,463,000 | 0.99% |