J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 658 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,715,005 | -5.5% | 492,527 | -5.5% | 0.69% | -5.6% |
| Q2 2023 | $26,142,896 | +2.8% | 521,398 | +3.1% | 0.73% | -2.4% |
| Q1 2023 | $25,442,094 | +2.1% | 505,606 | +1.8% | 0.75% | -19.0% |
| Q4 2022 | $24,909,346 | +7.8% | 496,895 | +7.8% | 0.93% | -67.5% |
| Q3 2022 | $23,116,000 | +3.8% | 460,854 | +3.7% | 2.85% | +208.5% |
| Q2 2022 | $22,268,000 | -32.6% | 444,550 | -32.4% | 0.92% | -21.6% |
| Q1 2022 | $33,041,000 | +4.5% | 657,265 | +5.0% | 1.18% | +2.3% |
| Q4 2021 | $31,611,000 | -3.3% | 626,217 | -2.8% | 1.15% | -9.9% |
| Q3 2021 | $32,686,000 | -5.6% | 644,437 | -5.6% | 1.28% | -9.9% |
| Q2 2021 | $34,633,000 | -23.2% | 682,561 | -23.2% | 1.42% | -33.4% |
| Q1 2021 | $45,089,000 | -29.0% | 888,363 | -28.9% | 2.13% | -31.6% |
| Q4 2020 | $63,488,000 | +0.5% | 1,250,018 | +0.5% | 3.12% | -12.6% |
| Q3 2020 | $63,200,000 | +62.2% | 1,244,212 | +62.0% | 3.56% | +50.0% |
| Q2 2020 | $38,966,000 | – | 768,111 | – | 2.38% | – |
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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% |