J P MORGAN EXCHANGE-TRADED F's ticker is JPST and the CUSIP is 46641Q837. A total of 918 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.5%.
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 ↓ |
|---|---|---|---|
| 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% |