J P MORGAN EXCHANGE-TRADED F's ticker is JCPB and the CUSIP is 46641Q670. A total of 33 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $494,382 | -3.8% | 11,067 | +0.3% | 0.04% | -2.7% |
| Q2 2023 | $514,049 | -0.9% | 11,036 | +0.8% | 0.04% | 0.0% |
| Q1 2023 | $518,690 | -12.7% | 10,945 | -0.7% | 0.04% | -35.1% |
| Q1 2021 | $594,000 | -24.8% | 11,023 | -22.2% | 0.06% | -30.5% |
| Q4 2020 | $790,000 | – | 14,174 | – | 0.08% | – |
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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% |