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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $934,719 | -0.9% | 20,039 | 0.0% | 0.43% | -6.3% |
| Q4 2023 | $943,536 | +23.2% | 20,039 | +16.9% | 0.46% | +1.3% |
| Q3 2023 | $765,599 | -5.4% | 17,139 | -1.4% | 0.46% | +1.8% |
| Q2 2023 | $809,560 | -1.7% | 17,380 | 0.0% | 0.45% | -8.2% |
| Q1 2023 | $823,638 | +3.2% | 17,380 | 0.0% | 0.49% | -3.9% |
| Q4 2022 | $798,263 | +0.2% | 17,380 | 0.0% | 0.51% | -7.5% |
| Q3 2022 | $797,000 | -4.4% | 17,380 | +0.1% | 0.55% | +2.0% |
| Q2 2022 | $834,000 | -13.0% | 17,370 | -7.5% | 0.54% | +6.7% |
| Q1 2022 | $959,000 | -4.6% | 18,770 | +1.3% | 0.50% | -2.3% |
| Q4 2021 | $1,005,000 | – | 18,520 | – | 0.52% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Grant Street Asset Management, Inc. | 1,432,676 | $66,375,902 | 20.82% |
| VOISARD ASSET MANAGEMENT GROUP, INC. | 821,037 | $38,038,645 | 18.60% |
| AllGen Financial Advisors, Inc. | 1,023,890 | $47,436,829 | 17.99% |
| D.B. Root & Company, LLC | 1,047,764 | $48,542,921 | 16.56% |
| Wiser Wealth Management, Inc | 911,455 | $42,227,721 | 13.07% |
| Forum Private Client Group LLC | 466,502 | $21,613,060 | 10.27% |
| Harbor Group, Inc. | 810,901 | $37,569,027 | 9.62% |
| Financial Connections Group, Inc. | 392,835 | $18,200 | 9.44% |
| SENTINEL PENSION ADVISORS INC. | 944,915 | $43,777,933 | 9.08% |
| Legacy Wealth Management, Inc | 2,663,400 | $123,395,325 | 8.93% |