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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $30,605 | +5.4% | 650 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $29,036 | -4.1% | 650 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $30,277 | -1.7% | 650 | 0.0% | 0.00% | -33.3% |
| Q1 2023 | $30,804 | +3.2% | 650 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $29,855 | -0.5% | 650 | 0.0% | 0.00% | -25.0% |
| Q3 2022 | $30,000 | -3.2% | 650 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $31,000 | -18.4% | 650 | -13.3% | 0.00% | 0.0% |
| Q1 2022 | $38,000 | -7.3% | 750 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $41,000 | 0.0% | 750 | 0.0% | 0.00% | -20.0% |
| Q3 2021 | $41,000 | 0.0% | 750 | 0.0% | 0.01% | +25.0% |
| Q2 2021 | $41,000 | +2.5% | 750 | 0.0% | 0.00% | -20.0% |
| Q1 2021 | $40,000 | -4.8% | 750 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $42,000 | 0.0% | 750 | 0.0% | 0.01% | -16.7% |
| Q3 2020 | $42,000 | +2.4% | 750 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $41,000 | 0.0% | 750 | 0.0% | 0.01% | -14.3% |
| Q1 2020 | $41,000 | +5.1% | 750 | 0.0% | 0.01% | +40.0% |
| Q4 2019 | $39,000 | -2.5% | 750 | 0.0% | 0.01% | -16.7% |
| Q3 2019 | $40,000 | – | 750 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Daniels&Tansey,LLP | 170,299 | $66,876,798 | 23.17% |
| AllGen Financial Advisors, Inc. | 723,483 | $32,317,982 | 22.98% |
| D.B. Root & Company, LLC | 806,559 | $36,029,012 | 14.04% |
| Grant Street Asset Management, Inc. | 697,130 | $31,140,790 | 12.51% |
| Legacy Wealth Management, Inc | 2,248,626 | $100,446,116 | 8.78% |
| Roof Eidam Maycock Peralta, LLC | 365,250 | $16,315,718 | 5.37% |
| Financial Futures Ltd Liability Co. | 144,436 | $6,451,942 | 5.27% |
| Financial Planning & Information Services, Inc. | 618,701 | $27,637,374 | 5.14% |
| Peterson Wealth Advisors, LLC | 364,757 | $16,293,696 | 4.38% |
| Garden State Investment Advisory Services LLC | 197,487 | $8,821,867 | 4.06% |