J P MORGAN EXCHANGE-TRADED F's ticker is JCPB and the CUSIP is 46641Q670. A total of 93 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,965,259 | -4.8% | 64,003 | -4.2% | 0.09% | -7.2% |
| Q1 2024 | $3,115,187 | -6.8% | 66,785 | -6.0% | 0.10% | -13.4% |
| 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 | 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% |