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 | $66,876,798 | +2334.8% | 170,299 | +188.8% | 23.17% | +2451.8% |
| Q2 2023 | $2,746,723 | -0.2% | 58,967 | +1.5% | 0.91% | -3.9% |
| Q1 2023 | $2,753,132 | +9.4% | 58,095 | +6.0% | 0.94% | -2.0% |
| Q4 2022 | $2,517,496 | -10.2% | 54,811 | -10.3% | 0.96% | -17.0% |
| Q3 2022 | $2,802,000 | -16.2% | 61,094 | -12.3% | 1.16% | -10.7% |
| Q2 2022 | $3,344,000 | +54.8% | 69,627 | +64.6% | 1.30% | +78.1% |
| Q1 2022 | $2,160,000 | -73.8% | 42,313 | -72.1% | 0.73% | -71.3% |
| Q4 2021 | $8,240,000 | +124.6% | 151,851 | +125.5% | 2.55% | +100.3% |
| Q3 2021 | $3,668,000 | -2.8% | 67,327 | -1.9% | 1.27% | -3.2% |
| Q2 2021 | $3,774,000 | +6.1% | 68,638 | +3.9% | 1.31% | -6.6% |
| Q1 2021 | $3,558,000 | – | 66,036 | – | 1.41% | – |
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% |