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