J P MORGAN EXCHANGE-TRADED F's ticker is JCPB and the CUSIP is 46641Q670. A total of 4 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,360,000 | +47.3% | 30,440 | +53.6% | 0.00% | – |
| Q2 2023 | $923,000 | +209.7% | 19,815 | +215.5% | 0.00% | – |
| Q1 2023 | $298,000 | +2.4% | 6,281 | -0.7% | 0.00% | – |
| Q4 2022 | $291,000 | -4.9% | 6,327 | -5.0% | 0.00% | – |
| Q3 2022 | $306,000 | 0.0% | 6,662 | +4.6% | 0.00% | – |
| Q2 2022 | $306,000 | -11.3% | 6,370 | -5.6% | 0.00% | – |
| Q1 2022 | $345,000 | +194.9% | 6,747 | +212.9% | 0.00% | – |
| Q4 2021 | $117,000 | -5.6% | 2,156 | -5.3% | 0.00% | – |
| Q3 2021 | $124,000 | -4.6% | 2,276 | -4.0% | 0.00% | – |
| Q2 2021 | $130,000 | +19.3% | 2,370 | +17.7% | 0.00% | – |
| Q1 2021 | $109,000 | +17.2% | 2,014 | +20.2% | 0.00% | – |
| Q4 2020 | $93,000 | +50.0% | 1,675 | +51.7% | 0.00% | – |
| Q3 2020 | $62,000 | +520.0% | 1,104 | +530.9% | 0.00% | – |
| Q2 2020 | $10,000 | +11.1% | 175 | 0.0% | 0.00% | – |
| Q1 2020 | $9,000 | – | 175 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| D.B. Root & Company, LLC | 505,412 | $24,280,000 | 10.41% |
| Landmark Wealth Management, LLC | 148,289 | $7,124,000 | 9.10% |
| Integrity Advisory, LLC | 174,638 | $8,390,000 | 8.22% |
| Peterson Wealth Advisors, LLC | 426,706 | $20,499,000 | 6.76% |
| COOPER/HAIMS ADVISORS, LLC | 201,036 | $9,658,000 | 6.34% |
| Legacy CG, LLC | 188,596 | $9,060,000 | 6.24% |
| Prestige Wealth Management Group LLC | 475,538 | $22,845,000 | 6.20% |
| Castleview Partners, LLC | 86,237 | $4,319,613,000 | 3.44% |
| CGN Advisors LLC | 112,308 | $5,395,000 | 1.52% |
| LEO BROKERAGE, LLC | 115,955 | $5,570,000 | 1.50% |