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 ↓ |
|---|---|---|---|
| AllGen Financial Advisors, Inc. | 649,891 | $30,798,316 | 21.50% |
| D.B. Root & Company, LLC | 712,531 | $33,766,868 | 13.29% |
| Legacy Wealth Management, Inc | 2,014,359 | $95,460,480 | 8.54% |
| Bond & Devick Financial Network, Inc. | 216,707 | $10,269,745 | 6.55% |
| Roof Eidam Maycock Peralta, LLC | 300,310 | $14,231,691 | 5.23% |
| Peterson Wealth Advisors, LLC | 385,724 | $18,279,479 | 5.03% |
| Financial Planning & Information Services, Inc. | 405,903 | $19,235,743 | 3.73% |
| Landmark Wealth Management, LLC | 130,196 | $6,170 | 3.43% |
| Forum Private Client Group LLC | 97,164 | $4,604,599 | 2.91% |
| TCG Advisory Services, LLC | 257,542 | $12,204,894 | 2.52% |