J P MORGAN EXCHANGE-TRADED F's ticker is JCPB and the CUSIP is 46641Q670. A total of 4 filers reported holding J P MORGAN EXCHANGE-TRADED F in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
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 ↓ |
---|---|---|---|
D.B. Root & Company, LLC | 582,555 | $26,727,000 | 12.17% |
AllGen Financial Advisors, Inc. | 372,673 | $14,254,151 | 11.10% |
Integrity Advisory, LLC | 161,866 | $7,426,000 | 6.90% |
Peterson Wealth Advisors, LLC | 425,236 | $19,510,000 | 6.55% |
Prestige Wealth Management Group LLC | 482,430 | $22,134,000 | 6.22% |
COOPER/HAIMS ADVISORS, LLC | 144,215 | $6,617,000 | 5.48% |
Landmark Wealth Management, LLC | 104,944 | $4,815,000 | 3.65% |
Legacy CG, LLC | 111,907 | $5,134,000 | 3.38% |
Capital Planning LLC | 96,362 | $4,421,000 | 2.50% |
CGN Advisors LLC | 156,501 | $7,180,000 | 1.80% |