J P MORGAN EXCHANGE-TRADED F's ticker is JCPB and the CUSIP is 46641Q670. A total of 28 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $54,209,000 | +31.3% | 1,213,638 | +37.0% | 0.10% | +25.9% |
| Q2 2023 | $41,293,000 | +27.6% | 886,051 | +29.8% | 0.08% | +14.1% |
| Q1 2023 | $32,353,000 | +11.7% | 682,511 | +8.2% | 0.07% | +7.6% |
| Q4 2022 | $28,977,000 | +77.4% | 630,566 | +77.2% | 0.07% | +50.0% |
| Q3 2022 | $16,337,000 | +39.6% | 355,929 | +46.1% | 0.04% | +46.7% |
| Q2 2022 | $11,699,000 | -34.8% | 243,646 | -30.7% | 0.03% | -25.0% |
| Q1 2022 | $17,957,000 | -4.1% | 351,556 | +2.0% | 0.04% | -2.4% |
| Q4 2021 | $18,725,000 | +1.5% | 344,828 | +1.9% | 0.04% | -16.3% |
| Q3 2021 | $18,451,000 | +4.7% | 338,527 | +5.1% | 0.05% | -3.9% |
| Q2 2021 | $17,624,000 | +6.0% | 322,047 | +4.3% | 0.05% | -1.9% |
| Q1 2021 | $16,626,000 | +1.2% | 308,634 | +4.7% | 0.05% | -23.5% |
| Q4 2020 | $16,425,000 | +10.8% | 294,708 | +10.7% | 0.07% | -5.6% |
| Q3 2020 | $14,830,000 | – | 266,174 | – | 0.07% | – |
Download | ||||||
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% |