J P MORGAN EXCHANGE-TRADED F's ticker is JCPB and the CUSIP is 46641Q670. A total of 144 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $27,438,007 | +7.0% | 592,230 | +7.7% | 5.88% | +8.7% |
| Q1 2024 | $25,643,584 | +13.7% | 549,761 | +14.8% | 5.41% | +6.0% |
| Q4 2023 | $22,548,488 | +314.1% | 478,889 | +292.8% | 5.11% | +267.2% |
| Q3 2023 | $5,445,357 | +208.9% | 121,902 | +222.1% | 1.39% | +219.0% |
| Q2 2023 | $1,762,952 | +9.2% | 37,848 | +11.1% | 0.44% | +4.6% |
| Q1 2023 | $1,614,530 | +14.2% | 34,069 | +10.7% | 0.42% | +11.5% |
| Q4 2022 | $1,413,266 | -36.0% | 30,770 | -36.0% | 0.37% | -42.4% |
| Q3 2022 | $2,207,000 | +78.4% | 48,103 | +86.9% | 0.65% | +89.2% |
| Q2 2022 | $1,237,000 | +82.2% | 25,741 | +93.7% | 0.34% | +109.1% |
| Q1 2022 | $679,000 | – | 13,292 | – | 0.16% | – |
Download | ||||||
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% |