J P MORGAN EXCHANGE-TRADED F's ticker is JCPB and the CUSIP is 46641Q670. A total of 35 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $3,343,883 | +3.8% | 71,018 | -1.6% | 0.11% | -5.9% |
| Q3 2023 | $3,222,538 | -12.9% | 72,141 | -9.1% | 0.12% | -10.5% |
| Q2 2023 | $3,698,173 | -33.1% | 79,394 | -31.9% | 0.13% | -37.0% |
| Q1 2023 | $5,526,243 | +110735.2% | 116,612 | +7.4% | 0.21% | +2.9% |
| Q4 2022 | $4,986 | -99.9% | 108,551 | -10.6% | 0.20% | -19.0% |
| Q3 2022 | $5,571,000 | -7.0% | 121,423 | -2.6% | 0.25% | -2.7% |
| Q2 2022 | $5,992,000 | -15.3% | 124,727 | -9.9% | 0.26% | -2.6% |
| Q1 2022 | $7,072,000 | +184.1% | 138,472 | +201.9% | 0.27% | +190.2% |
| Q4 2021 | $2,489,000 | +0.1% | 45,861 | +0.4% | 0.09% | -10.7% |
| Q3 2021 | $2,487,000 | +21.1% | 45,658 | +21.7% | 0.10% | +18.4% |
| Q2 2021 | $2,054,000 | -1.3% | 37,525 | -2.8% | 0.09% | -11.2% |
| Q1 2021 | $2,081,000 | -1.4% | 38,620 | +2.0% | 0.10% | -9.3% |
| Q4 2020 | $2,111,000 | +2.2% | 37,858 | +2.1% | 0.11% | -10.7% |
| Q3 2020 | $2,066,000 | – | 37,072 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| D.B. Root & Company, LLC | 582,555 | $26,727,000 | 12.17% |
| AllGen Financial Advisors, Inc. | 372,673 | $14,254,151 | 11.10% |
| Integrity Advisory, LLC | 161,866 | $7,426,000 | 6.90% |
| Peterson Wealth Advisors, LLC | 425,236 | $19,510,000 | 6.55% |
| Prestige Wealth Management Group LLC | 482,430 | $22,134,000 | 6.22% |
| COOPER/HAIMS ADVISORS, LLC | 144,215 | $6,617,000 | 5.48% |
| Landmark Wealth Management, LLC | 104,944 | $4,815,000 | 3.65% |
| Legacy CG, LLC | 111,907 | $5,134,000 | 3.38% |
| Capital Planning LLC | 96,362 | $4,421,000 | 2.50% |
| CGN Advisors LLC | 156,501 | $7,180,000 | 1.80% |