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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,762,478 | +26.3% | 330,479 | +31.7% | 0.01% | +40.0% |
| Q2 2023 | $11,687,087 | +6.3% | 250,904 | +8.2% | 0.01% | 0.0% |
| Q1 2023 | $10,989,844 | +18.7% | 231,902 | +15.0% | 0.01% | 0.0% |
| Q4 2022 | $9,258,510 | +78.8% | 201,579 | +78.6% | 0.01% | +66.7% |
| Q3 2022 | $5,179,000 | +171.4% | 112,878 | +184.2% | 0.00% | +200.0% |
| Q2 2022 | $1,908,000 | -56.8% | 39,717 | -54.1% | 0.00% | -50.0% |
| Q1 2022 | $4,420,000 | +19.0% | 86,560 | +26.5% | 0.00% | 0.0% |
| Q4 2021 | $3,713,000 | -0.6% | 68,424 | -0.3% | 0.00% | 0.0% |
| Q3 2021 | $3,737,000 | +1.2% | 68,598 | +1.7% | 0.00% | 0.0% |
| Q2 2021 | $3,692,000 | +12.8% | 67,427 | +11.0% | 0.00% | 0.0% |
| Q1 2021 | $3,273,000 | +0.6% | 60,744 | +4.1% | 0.00% | 0.0% |
| Q4 2020 | $3,252,000 | +5.2% | 58,333 | +5.2% | 0.00% | -33.3% |
| Q3 2020 | $3,091,000 | +28.5% | 55,459 | +27.1% | 0.00% | +50.0% |
| Q2 2020 | $2,406,000 | – | 43,627 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Daniels&Tansey,LLP | 170,299 | $66,876,798 | 23.17% |
| AllGen Financial Advisors, Inc. | 723,483 | $32,317,982 | 22.98% |
| D.B. Root & Company, LLC | 806,559 | $36,029,012 | 14.04% |
| Grant Street Asset Management, Inc. | 697,130 | $31,140,790 | 12.51% |
| Legacy Wealth Management, Inc | 2,248,626 | $100,446,116 | 8.78% |
| Roof Eidam Maycock Peralta, LLC | 365,250 | $16,315,718 | 5.37% |
| Financial Futures Ltd Liability Co. | 144,436 | $6,451,942 | 5.27% |
| Financial Planning & Information Services, Inc. | 618,701 | $27,637,374 | 5.14% |
| Peterson Wealth Advisors, LLC | 364,757 | $16,293,696 | 4.38% |
| Garden State Investment Advisory Services LLC | 197,487 | $8,821,867 | 4.06% |