J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 373 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q3 2019. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $21,638 | -97.7% | 430 | -97.7% | 0.00% | -100.0% |
| Q4 2022 | $934,986 | +19.1% | 18,651 | +19.2% | 0.02% | +6.2% |
| Q3 2022 | $785,000 | +157.4% | 15,648 | +159.0% | 0.02% | +220.0% |
| Q4 2021 | $305,000 | -71.8% | 6,041 | -71.7% | 0.01% | -73.7% |
| Q3 2021 | $1,083,000 | -4.2% | 21,349 | -4.2% | 0.02% | -9.5% |
| Q1 2021 | $1,131,000 | +294.1% | 22,284 | +293.7% | 0.02% | +320.0% |
| Q4 2020 | $287,000 | 0.0% | 5,660 | +0.1% | 0.01% | -16.7% |
| Q3 2020 | $287,000 | -36.4% | 5,656 | -36.4% | 0.01% | -45.5% |
| Q2 2020 | $451,000 | +77.6% | 8,891 | +73.8% | 0.01% | +57.1% |
| Q1 2020 | $254,000 | -4.2% | 5,117 | -2.9% | 0.01% | +16.7% |
| Q4 2019 | $265,000 | +21.6% | 5,269 | +22.0% | 0.01% | +20.0% |
| Q3 2019 | $218,000 | +1.4% | 4,318 | +1.3% | 0.01% | 0.0% |
| Q2 2019 | $215,000 | -3.2% | 4,263 | -3.0% | 0.01% | 0.0% |
| Q1 2019 | $222,000 | -18.4% | 4,395 | -19.1% | 0.01% | -37.5% |
| Q4 2018 | $272,000 | – | 5,430 | – | 0.01% | – |
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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% |