J P MORGAN EXCHANGE-TRADED F's ticker is JCPB and the CUSIP is 46641Q670. A total of 112 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| D.B. Root & Company, LLC | 444,932 | $22,722,000 | 8.46% |
| Integrity Advisory, LLC | 130,017 | $6,640,000 | 6.52% |
| Landmark Wealth Management, LLC | 351,378 | $184,661,000 | 6.19% |
| Prestige Wealth Management Group LLC | 485,212 | $24,779,000 | 6.10% |
| Capital Planning LLC | 112,696 | $5,755,000 | 2.24% |
| LEO BROKERAGE, LLC | 207,160 | $10,579,000 | 1.68% |
| CGN Advisors LLC | 104,224 | $5,323,000 | 1.33% |
| Hotaling Investment Management, LLC | 57,877 | $2,956,000 | 1.14% |
| Daniels&Tansey,LLP | 42,313 | $2,160,000 | 0.73% |
| Apollon Wealth Management, LLC | 145,443 | $7,428,000 | 0.53% |